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True Wealth Design’s JELD-WEN Holding JELD Stock Holding History

True Wealth Design’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
Q2 		$435 Buy
+290
New +$447 ﹤0.01% 2240
2025
Q4 		– Sell
-7
Closed -$35 – 2693
2025
Q3 		$35 Buy
+7
New +$37 ﹤0.01% 2615
2025
Q2 		– Sell
-139
Closed -$830 – 2701
2025
Q1 		$830 Buy
+139
New +$1.03K ﹤0.01% 1339

Other funds holding JELD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 290 shares worth $435. The stake represents ﹤0.01% of the portfolio and ranks #2240 among its holdings. This is a return to the name: True Wealth Design previously reported a position in JELD as recently as Q3 2025.

True Wealth Design first reported a position in JELD in Q1 2025 and has held it in 3 quarters since. The position peaked at $830 in Q1 2025. 9 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • True Wealth Design held 290 shares of JELD-WEN Holding worth $435 as of Q2 2026.
  • JELD-WEN Holding was a new True Wealth Design position in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2240 holding.
  • True Wealth Design first reported a position in JELD-WEN Holding in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's JELD-WEN Holding position peaked at $830 in Q1 2025.
  • 9 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

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