Private Wealth Management Group’s JELD-WEN Holding JELD Stock Holding History

Private Wealth Management 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
2025 Q4	–	Sell	-1,406	Closed	-$6.9K	–	1508
2025 Q3	$6.9K	Hold	1,406	–	–	﹤0.01%	662
2025 Q2	$5.51K	Buy	1,406 +1,239	+742%	+$5.52K	﹤0.01%	715
2025 Q1	$997	Sell	167 -91	-35%	-$676	﹤0.01%	1271
2024 Q4	$2.11K	Buy	+258	New	+$3.1K	﹤0.01%	1062
2024 Q2	–	Sell	-257	Closed	-$5.46K	–	1560
2024 Q1	$5.46K	Hold	257	–	–	﹤0.01%	598
2023 Q4	$4.85K	Buy	+257	New	+$3.82K	﹤0.01%	640

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Private Wealth Management Group's JELD Position: Q4 2025 in Review

Private Wealth Management Group sold out of JELD-WEN Holding (JELD) in Q4 2025, closing a stake of 1,406 shares — an estimated $6.9K sold.

Private Wealth Management Group first reported a position in JELD in Q4 2023 and held it in 6 quarters. The position peaked at $6.9K in Q3 2025. 143 funds tracked by Wall St. Rank hold JELD as of Q4 2025.

Private Wealth Management Group reported no remaining JELD-WEN Holding position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 1,406 JELD-WEN Holding shares in Q4 2025, an estimated $6.9K.
Private Wealth Management Group first reported a position in JELD-WEN Holding in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's JELD-WEN Holding position peaked at $6.9K in Q3 2025.
143 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.