Y-Intercept (HK)’s JELD-WEN Holding JELD Stock Holding History

Y-Intercept (HK)’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	$46.7K	Buy	+31,134	New	+$48K	﹤0.01%	1625
2025 Q4	–	Sell	-57,322	Closed	-$281K	–	1778
2025 Q3	$281K	Buy	57,322 +44,825	+359%	+$240K	0.01%	1389
2025 Q2	$49K	Buy	+12,497	New	+$55.7K	﹤0.01%	1559
2024 Q3	–	Sell	-30,247	Closed	-$407K	–	1559
2024 Q2	$407K	Buy	30,247 +4,383	+17%	+$73.2K	0.02%	904
2024 Q1	$549K	Buy	+25,864	New	+$483K	0.04%	666
2023 Q4	–	Sell	-26,464	Closed	-$354K	–	1447
2023 Q3	$354K	Buy	+26,464	New	+$415K	0.03%	696
2023 Q1	–	Sell	-10,322	Closed	-$99.6K	–	1346
2022 Q4	$99.6K	Buy	+10,322	New	+$100K	0.01%	890

Other funds holding JELD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWP

Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK)'s JELD Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 31,134 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in JELD as recently as Q3 2025.

Y-Intercept (HK) first reported a position in JELD in Q4 2022 and has held it in 7 quarters since. The position peaked at $549K in Q1 2024. 23 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

Y-Intercept (HK) held 31,134 shares of JELD-WEN Holding worth $46.7K as of Q2 2026.
JELD-WEN Holding was a new Y-Intercept (HK) position in Q2 2026.
JELD-WEN Holding made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1625 holding.
Y-Intercept (HK) first reported a position in JELD-WEN Holding in Q4 2022 and has held it in 7 quarters since.
Y-Intercept (HK)'s JELD-WEN Holding position peaked at $549K in Q1 2024.
23 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.