JEPPSON WEALTH MANAGEMENT, LLC
Position in JHG — Janus Henderson Group Ltd.
CIK 1831263
MANHATTAN BEACH, CA
Position in JHG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$208,562
New position
Shares Held
4,060
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,844,775 across 6 Asset Management names. JHG ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CG |
Carlyle Group Inc.
|
27,020 | $1,307,497 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
75,981 | $1,085,008 | |
| 3 | BX |
Blackstone Inc.
|
7,170 | $824,478 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
8,103 | $303,376 | |
| 5 | JHG |
Janus Henderson Group Ltd.
This page
|
4,060 | $208,562 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
11,248 | $115,854 |
All Filings in JHG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,562 | 4,060 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||