KF
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Krilogy Financial’s JELD-WEN Holding JELD Stock Holding History

Krilogy Financial’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3K Buy
+10,879
New +$16.8K ﹤0.01% 1061

Other funds holding JELD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Krilogy Financial's JELD Position: Q2 2026 in Review

Krilogy Financial opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 10,879 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

23 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Krilogy Financial held 10,879 shares of JELD-WEN Holding worth $16.3K as of Q2 2026.
  • JELD-WEN Holding was a new Krilogy Financial position in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of Krilogy Financial's portfolio in Q2 2026, its #1061 holding.
  • 23 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.