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Lodestone Wealth Management LLC → JELD
Lodestone Wealth Management LLC JELD Position History
JELD-WEN Holding, Inc. • Manufacturing
Quarters held
5
Latest value
$296
Q3 2026
Peak value
$396
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $396 |
| Q1 2026 | $200 |
| Q1 2026 | $200 |
| Q2 2026 | $242 |
| Q3 2026 | $296 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $296 | 161 | — | — |
| Q2 2026 | $242 | 161 | — | — |
| Q1 2026 | $200 | 161 | — | — |
| Q1 2026 | $200 | 161 | — | — |
| Q4 2025 | $396 | 161 | — | — |