Belpointe Asset Management
CHAT icon

Belpointe Asset Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Belpointe Asset Management’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
Q3 		$641K Buy
6,972
+422
+6% +$37.2K 0.02% 663
2026
Q2 		$646K Buy
+6,550
New +$560K 0.02% 634

Other funds holding CHAT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Belpointe Asset Management's CHAT Position: Q3 2026 in Review

Belpointe Asset Management increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 6.4% in Q3 2026, buying an estimated $37.2K and bringing the position to 6,972 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #663.

Belpointe Asset Management first reported a position in CHAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $646K in Q2 2026. 121 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Belpointe Asset Management held 6,972 shares of Roundhill Generative AI & Technology ETF worth $641K as of Q3 2026.
  • Belpointe Asset Management bought 422 Roundhill Generative AI & Technology ETF shares in Q3 2026, an estimated $37.2K.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #663 holding.
  • Belpointe Asset Management first reported a position in Roundhill Generative AI & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • Belpointe Asset Management's Roundhill Generative AI & Technology ETF position peaked at $646K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.