Balance Wealth’s Charter Communications CHTR Stock Holding History

Balance Wealth’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
2026 Q3	$1.11K	Buy	+10	New	+$1.39K	﹤0.01%	822

Other funds holding CHTR

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Balance Wealth's CHTR Position: Q3 2026 in Review

Balance Wealth opened a new position in Charter Communications (CHTR) in Q3 2026: 10 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings.

643 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Balance Wealth held 10 shares of Charter Communications worth $1.11K as of Q3 2026.
Charter Communications was a new Balance Wealth position in Q3 2026.
Charter Communications made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #822 holding.
643 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.