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Aspen Wealth Strategies’s Charter Communications CHTR Stock Holding History

Aspen Wealth Strategies’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-683
Closed -$279K – 86
2025
Q2 		$279K Hold
683
– – 0.17% 70
2025
Q1 		$252K Hold
683
– – 0.17% 73
2024
Q4 		$234K Sell
683
-682
-50% -$247K 0.15% 75
2024
Q3 		$442K Buy
+1,365
New +$459K 0.29% 51

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspen Wealth Strategies's CHTR Position: Q3 2025 in Review

Aspen Wealth Strategies sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 683 shares — an estimated $279K sold.

Aspen Wealth Strategies first reported a position in CHTR in Q3 2024 and held it in 4 quarters. The position peaked at $442K in Q3 2024. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Aspen Wealth Strategies reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 683 Charter Communications shares in Q3 2025, an estimated $279K.
  • Aspen Wealth Strategies first reported a position in Charter Communications in Q3 2024 and held it in 4 quarters.
  • Aspen Wealth Strategies's Charter Communications position peaked at $442K in Q3 2024.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Aspen Wealth Strategies's 13F filing for Q3 2025, filed 10 Nov 2025.