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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
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 $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Evergreen Wealth Solutions's CHAT Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 73% in Q1 2026, selling an estimated $771K and leaving 4,509 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #341.

Evergreen Wealth Solutions first reported a position in CHAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $992K in Q4 2025. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Evergreen Wealth Solutions held 4,509 shares of Roundhill Generative AI & Technology ETF worth $279K as of Q1 2026.
  • Evergreen Wealth Solutions sold 12,318 Roundhill Generative AI & Technology ETF shares in Q1 2026, an estimated $771K.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #341 holding.
  • Evergreen Wealth Solutions first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Roundhill Generative AI & Technology ETF position peaked at $992K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.