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Evergreen Wealth Solutions’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$422K Hold
4,509
– – 0.02% 363
2026
Q1 		$279K Sell
4,509
-12,318
-73% -$771K 0.02% 341
2025
Q4 		$992K Buy
+16,827
New +$1.04M 0.14% 77

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Evergreen Wealth Solutions's CHAT Position: Q2 2026 in Review

Evergreen Wealth Solutions held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q2 2026 at 4,509 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #363.

Evergreen Wealth Solutions first reported a position in CHAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $992K in Q4 2025. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Evergreen Wealth Solutions held 4,509 shares of Roundhill Generative AI & Technology ETF worth $422K as of Q2 2026.
  • Evergreen Wealth Solutions left its Roundhill Generative AI & Technology ETF share count unchanged in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #363 holding.
  • Evergreen Wealth Solutions first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Roundhill Generative AI & Technology ETF position peaked at $992K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.