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JPL Wealth Management’s Guidewire Software GWRE Stock Holding History

JPL Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Buy
+99
New +$15.1K ﹤0.01% 450
2025
Q4 		– Sell
-78
Closed -$17.9K – 532
2025
Q3 		$17.9K Buy
+78
New +$17.7K ﹤0.01% 428

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VCM
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Massachusetts Financial Services
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

JPL Wealth Management's GWRE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Guidewire Software (GWRE) in Q1 2026: 99 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in GWRE as recently as Q3 2025.

JPL Wealth Management first reported a position in GWRE in Q3 2025 and has held it in 2 quarters since. The position peaked at $17.9K in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • JPL Wealth Management held 99 shares of Guidewire Software worth $14.8K as of Q1 2026.
  • Guidewire Software was a new JPL Wealth Management position in Q1 2026.
  • Guidewire Software made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #450 holding.
  • JPL Wealth Management first reported a position in Guidewire Software in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Guidewire Software position peaked at $17.9K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.