Rise Advisors’s JELD-WEN Holding JELD Stock Holding History

Rise Advisors’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 Q2	–	Sell	-256	Closed	-$1.53K	–	1600
2025 Q1	$1.53K	Buy	+256	New	+$1.9K	﹤0.01%	1194

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's JELD Position: Q2 2025 in Review

Rise Advisors sold out of JELD-WEN Holding (JELD) in Q2 2025, closing a stake of 256 shares — an estimated $1.53K sold.

Rise Advisors first reported a position in JELD in Q1 2025 and held it in 1 quarter. The position peaked at $1.53K in Q1 2025. 173 funds tracked by Wall St. Rank hold JELD as of Q2 2025.

Rise Advisors reported no remaining JELD-WEN Holding position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 256 JELD-WEN Holding shares in Q2 2025, an estimated $1.53K.
Rise Advisors first reported a position in JELD-WEN Holding in Q1 2025 and held it in 1 quarter.
Rise Advisors's JELD-WEN Holding position peaked at $1.53K in Q1 2025.
173 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.