Jones Financial Companies’s Visionary Holdings GV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$112 Hold
563
﹤0.01% 4634
2025
Q4
$659 Hold
563
﹤0.01% 4108
2025
Q3
$1.17K Buy
+563
New +$980 ﹤0.01% 3853

Other funds holding GV

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

Jones Financial Companies held its Visionary Holdings (GV) position steady in Q1 2026 at 563 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #4634.

Jones Financial Companies first reported a position in GV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.17K in Q3 2025. 8 funds tracked by Wall St. Rank hold GV as of Q1 2026.

  • Jones Financial Companies held 563 shares of Visionary Holdings worth $112 as of Q1 2026.
  • Jones Financial Companies left its Visionary Holdings share count unchanged in Q1 2026.
  • Visionary Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4634 holding.
  • Jones Financial Companies first reported a position in Visionary Holdings in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Visionary Holdings position peaked at $1.17K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Visionary Holdings as of Q1 2026.

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