EWM
CHAT icon

Evermay Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Evermay Wealth Management’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 		$53.8K Buy
+545
New +$46.6K 0.01% 348

Other funds holding CHAT

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 $67.7B AUM 51.91% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $125M AUM

Evermay Wealth Management's CHAT Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 545 shares worth $53.8K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

69 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Evermay Wealth Management held 545 shares of Roundhill Generative AI & Technology ETF worth $53.8K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Evermay Wealth Management position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #348 holding.
  • 69 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.