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Larson Financial Group’s JELD-WEN Holding JELD Stock Holding History

Larson Financial Group’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
Q1 		$76 Hold
61
– – ﹤0.01% 3528
2025
Q4 		$150 Buy
+61
New +$200 ﹤0.01% 3308

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's JELD Position: Q1 2026 in Review

Larson Financial Group held its JELD-WEN Holding (JELD) position steady in Q1 2026 at 61 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #3528.

Larson Financial Group first reported a position in JELD in Q4 2025 and has held it in 2 quarters since. The position peaked at $150 in Q4 2025. 150 funds tracked by Wall St. Rank hold JELD as of Q1 2026.

  • Larson Financial Group held 61 shares of JELD-WEN Holding worth $76 as of Q1 2026.
  • Larson Financial Group left its JELD-WEN Holding share count unchanged in Q1 2026.
  • JELD-WEN Holding made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3528 holding.
  • Larson Financial Group first reported a position in JELD-WEN Holding in Q4 2025 and has held it in 2 quarters since.
  • Larson Financial Group's JELD-WEN Holding position peaked at $150 in Q4 2025.
  • 150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2026.

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