CGC Financial Services’s Chemed CHE Stock Holding History

CGC Financial Services’s Portfolio CHE Stock Details CHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Hold	229	–	–	0.02%	98
2026 Q1	$86.5K	Hold	229	–	–	0.03%	98
2025 Q4	$98K	Hold	229	–	–	0.03%	97
2025 Q3	$103K	Hold	229	–	–	0.03%	92
2025 Q2	$112K	Hold	229	–	–	0.04%	81
2025 Q1	$141K	Hold	229	–	–	0.06%	63
2024 Q4	$121K	Sell	229 -12	-5%	-$6.76K	0.05%	70
2024 Q3	$145K	Hold	241	–	–	0.06%	63
2024 Q2	$131K	Hold	241	–	–	0.06%	64
2024 Q1	$155K	Hold	241	–	–	0.08%	56
2023 Q4	$141K	Hold	241	–	–	0.06%	66
2023 Q3	$125K	Hold	241	–	–	0.09%	56
2023 Q2	$131K	Buy	+241	New	+$132K	0.08%	59

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

CGC Financial Services's CHE Position: Q2 2026 in Review

CGC Financial Services held its Chemed (CHE) position steady in Q2 2026 at 229 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #98.

CGC Financial Services first reported a position in CHE in Q2 2023 and has held it in 13 quarters since. The position peaked at $155K in Q1 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

CGC Financial Services held 229 shares of Chemed worth $107K as of Q2 2026.
CGC Financial Services left its Chemed share count unchanged in Q2 2026.
Chemed made up 0.02% of CGC Financial Services's portfolio in Q2 2026, its #98 holding.
CGC Financial Services first reported a position in Chemed in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Chemed position peaked at $155K in Q1 2024.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.