LWM
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Lodestone Wealth Management’s Jensen Quality Growth ETF JGRW Stock Holding History

Lodestone Wealth Management’s Portfolio JGRW Stock Details JGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.9K Buy
845
+2
+0.2% +$53 0.01% 399
2026
Q1 		$20.5K Hold
843
– – 0.01% 410
2025
Q4 		$22.8K Buy
+843
New +$22.8K 0.01% 390

Other funds holding JGRW

JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Lodestone Wealth Management's JGRW Position: Q2 2026 in Review

Lodestone Wealth Management increased its Jensen Quality Growth ETF (JGRW) stake by 0.24% in Q2 2026, buying an estimated $53 and bringing the position to 845 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #399.

Lodestone Wealth Management first reported a position in JGRW in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold JGRW as of Q2 2026.

  • Lodestone Wealth Management held 845 shares of Jensen Quality Growth ETF worth $22.9K as of Q2 2026.
  • Lodestone Wealth Management bought 2 Jensen Quality Growth ETF shares in Q2 2026, an estimated $53.
  • Jensen Quality Growth ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Lodestone Wealth Management first reported a position in Jensen Quality Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Jensen Quality Growth ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.