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Elevation Wealth Partners’s Charter Communications CHTR Stock Holding History

Elevation Wealth Partners’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 		$22.8K Buy
206
+85
+70% +$11.8K 0.01% 637
2026
Q2 		$17.2K Buy
121
+86
+246% +$14.4K 0.01% 638
2026
Q1 		$7.56K Buy
35
+2
+6% +$433 ﹤0.01% 586
2025
Q4 		$6.89K Buy
33
+27
+450% +$6.07K ﹤0.01% 556
2025
Q3 		$1.65K Buy
+6
New +$1.81K ﹤0.01% 680
2024
Q3 		– Sell
-20
Closed -$5.98K – 495
2024
Q2 		$5.98K Hold
20
– – ﹤0.01% 374
2024
Q1 		$5.81K Buy
+20
New +$6.43K ﹤0.01% 383

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Elevation Wealth Partners's CHTR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Charter Communications (CHTR) stake by 70% in Q3 2026, buying an estimated $11.8K and bringing the position to 206 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #637.

Elevation Wealth Partners first reported a position in CHTR in Q1 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Elevation Wealth Partners held 206 shares of Charter Communications worth $22.8K as of Q3 2026.
  • Elevation Wealth Partners bought 85 Charter Communications shares in Q3 2026, an estimated $11.8K.
  • Charter Communications made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #637 holding.
  • Elevation Wealth Partners first reported a position in Charter Communications in Q1 2024 and has held it in 7 quarters since.
  • 42 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.