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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return