Wealth Enhancement Advisory Services
JELD icon

Wealth Enhancement Advisory Services’s JELD-WEN Holding JELD Stock Holding History

Wealth Enhancement Advisory Services’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 		$90.7K Buy
85,271
+70,405
+474% +$108K ﹤0.01% 3821
2026
Q1 		$16.4K Buy
14,866
+4,427
+42% +$9.68K ﹤0.01% 3515
2025
Q4 		$26.8K Sell
10,439
-16,171
-61% -$53.1K ﹤0.01% 3567
2025
Q3 		$121K Buy
26,610
+13,386
+101% +$71.6K ﹤0.01% 3286
2025
Q2 		$58.7K Buy
+13,224
New +$58.9K ﹤0.01% 3208

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's JELD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JELD-WEN Holding (JELD) stake by 474% in Q2 2026, buying an estimated $108K and bringing the position to 85,271 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Wealth Enhancement Advisory Services first reported a position in JELD in Q2 2025 and has held it in 5 quarters since. The position peaked at $121K in Q3 2025. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 85,271 shares of JELD-WEN Holding worth $90.7K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 70,405 JELD-WEN Holding shares in Q2 2026, an estimated $108K.
  • JELD-WEN Holding made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3821 holding.
  • Wealth Enhancement Advisory Services first reported a position in JELD-WEN Holding in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's JELD-WEN Holding position peaked at $121K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.