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True Wealth Design’s Janus International JBI Stock Holding History

True Wealth Design’s Portfolio JBI Stock Details JBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.84K Buy
872
+866
+14,433% +$4.54K ﹤0.01% 1342
2026
Q1 		$31 Buy
+6
New +$39 ﹤0.01% 2602
2025
Q4 		– Sell
-965
Closed -$9.53K – 2691
2025
Q3 		$9.53K Hold
965
– – ﹤0.01% 850
2025
Q2 		$7.86K Buy
965
+683
+242% +$5.21K ﹤0.01% 661
2025
Q1 		$2.03K Buy
+282
New +$2.24K ﹤0.01% 1005

Other funds holding JBI

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's JBI Position: Q2 2026 in Review

True Wealth Design increased its Janus International (JBI) stake by 14,433% in Q2 2026, buying an estimated $4.54K and bringing the position to 872 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

True Wealth Design first reported a position in JBI in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.53K in Q3 2025. 13 funds tracked by Wall St. Rank hold JBI as of Q2 2026.

  • True Wealth Design held 872 shares of Janus International worth $4.84K as of Q2 2026.
  • True Wealth Design bought 866 Janus International shares in Q2 2026, an estimated $4.54K.
  • Janus International made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1342 holding.
  • True Wealth Design first reported a position in Janus International in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Janus International position peaked at $9.53K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Janus International as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.