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Avidian Wealth Enterprises’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Avidian Wealth Enterprises’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Buy
+2,095
New +$179K 0.01% 696

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Avidian Wealth Enterprises's CHAT Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 2,095 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings.

214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Avidian Wealth Enterprises held 2,095 shares of Roundhill Generative AI & Technology ETF worth $207K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Avidian Wealth Enterprises position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #696 holding.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.