JPL Wealth Management’s Orion OEC Stock Holding History

JPL Wealth Management’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378	Hold	57	–	–	﹤0.01%	1435
2026 Q1	$371	Buy	+57	New	+$337	﹤0.01%	1341

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JPL Wealth Management held its Orion (OEC) position steady in Q2 2026 at 57 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

JPL Wealth Management first reported a position in OEC in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

JPL Wealth Management held 57 shares of Orion worth $378 as of Q2 2026.
JPL Wealth Management left its Orion share count unchanged in Q2 2026.
Orion made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1435 holding.
JPL Wealth Management first reported a position in Orion in Q1 2026 and has held it in 2 quarters since.
188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

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