Triad Wealth Partners, LLC
Position in JCI — Johnson Controls International plc
CIK 2012717
LAWRENCE, KS
Position in JCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$703,957
+$219,573 QoQ
Shares Held
4,818
+30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#804
of 1,590 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Triad Wealth Partners, LLC holds $1,029,596 across 2 Building Products & Equipment names. JCI ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
This page
|
4,818 | $703,957 | |
| 2 | TT |
Trane Technologies plc
|
663 | $325,639 |
All Filings in JCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,957 | 4,818 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $484,384 | 3,699 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $381,164 | 3,183 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $305,221 | 2,776 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $251,903 | 2,385 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $89,335 | 1,344 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||