JWM
GSHD icon

JPL Wealth Management’s Goosehead Insurance GSHD Stock Holding History

JPL Wealth Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243 Hold
5
– – ﹤0.01% 1501
2026
Q1 		$214 Buy
+5
New +$280 ﹤0.01% 1407
2025
Q4 		– Sell
-5
Closed -$373 – 529
2025
Q3 		$373 Buy
+5
New +$441 ﹤0.01% 1104

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

JPL Wealth Management's GSHD Position: Q2 2026 in Review

JPL Wealth Management held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 5 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

JPL Wealth Management first reported a position in GSHD in Q3 2025 and has held it in 3 quarters since. The position peaked at $373 in Q3 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • JPL Wealth Management held 5 shares of Goosehead Insurance worth $243 as of Q2 2026.
  • JPL Wealth Management left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1501 holding.
  • JPL Wealth Management first reported a position in Goosehead Insurance in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Goosehead Insurance position peaked at $373 in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.