Concord Wealth Partners
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Concord Wealth Partners’s Core AI Holdings Inc CHAI Stock Holding History

Concord Wealth Partners’s Portfolio CHAI Stock Details CHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$14 – 889
2025
Q3 		$14 Hold
2
– – ﹤0.01% 827
2025
Q2 		$18 Hold
2
– – ﹤0.01% 854
2025
Q1 		$13 Hold
2
– – ﹤0.01% 807
2024
Q4 		$36 Hold
2
– – ﹤0.01% 911
2024
Q3 		$71 Hold
2
– – ﹤0.01% 942
2024
Q2 		$1.13K Hold
2
– – ﹤0.01% 714
2024
Q1 		$5.1K Hold
2
– – ﹤0.01% 652
2023
Q4 		$5.96K Hold
2
– – ﹤0.01% 620
2023
Q3 		$28K Hold
2
– – 0.01% 460
2023
Q2 		$54K Hold
2
– – 0.01% 356
2023
Q1 		$151K Buy
2
+1
+100% +$91.8K 0.04% 201
2022
Q4 		$107K Buy
+1
New +$83.7K 0.03% 240

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Bernard Wealth Management
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Danske Bank
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Concord Wealth Partners's CHAI Position: Q4 2025 in Review

Concord Wealth Partners sold out of Core AI Holdings Inc (CHAI) in Q4 2025, closing a stake of 2 shares — an estimated $14 sold.

Concord Wealth Partners first reported a position in CHAI in Q4 2022 and held it in 12 quarters. The position peaked at $151K in Q1 2023. 12 funds tracked by Wall St. Rank hold CHAI as of Q4 2025.

  • Concord Wealth Partners reported no remaining Core AI Holdings Inc position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 2 Core AI Holdings Inc shares in Q4 2025, an estimated $14.
  • Concord Wealth Partners first reported a position in Core AI Holdings Inc in Q4 2022 and held it in 12 quarters.
  • Concord Wealth Partners's Core AI Holdings Inc position peaked at $151K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.