Position in JCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$799,221
+$131,638 QoQ
Shares Held
5,470
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#771
of 1,590 holders
Holding Since
Sep 2025
4 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, 2026VestGen Advisors, LLC holds $3,397,809 across 4 Building Products & Equipment names. JCI ranks #3 (23.5% of the industry book) .
All Filings in JCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,221 | 5,470 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $667,583 | 5,098 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $243,930 | 2,037 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $337,216 | 3,067 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||