Jones Financial Companies
GIPR icon

Jones Financial Companies’s Generation Income Properties GIPR Stock Holding History

Jones Financial Companies’s Portfolio GIPR Stock Details GIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$156 Hold
61
– – ﹤0.01% 4613
2025
Q4 		$391 Hold
61
– – ﹤0.01% 4195
2025
Q3 		$584 Buy
61
+38
+165% +$438 ﹤0.01% 4012
2025
Q2 		$344 Buy
+23
New +$352 ﹤0.01% 3857

Other funds holding GIPR

GCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Jones Financial Companies's GIPR Position: Q1 2026 in Review

Jones Financial Companies held its Generation Income Properties (GIPR) position steady in Q1 2026 at 61 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #4613.

Jones Financial Companies first reported a position in GIPR in Q2 2025 and has held it in 4 quarters since. The position peaked at $584 in Q3 2025. 19 funds tracked by Wall St. Rank hold GIPR as of Q1 2026.

  • Jones Financial Companies held 61 shares of Generation Income Properties worth $156 as of Q1 2026.
  • Jones Financial Companies left its Generation Income Properties share count unchanged in Q1 2026.
  • Generation Income Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4613 holding.
  • Jones Financial Companies first reported a position in Generation Income Properties in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Generation Income Properties position peaked at $584 in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Generation Income Properties as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.