Evermay Wealth Management
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
Q3 		$44.6K Sell
485
-60
-11% -$5.29K ﹤0.01% 362
2026
Q2 		$53.8K Buy
+545
New +$46.6K 0.01% 348

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Evermay Wealth Management's CHAT Position: Q3 2026 in Review

Evermay Wealth Management reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 11% in Q3 2026, selling an estimated $5.29K and leaving 485 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Evermay Wealth Management first reported a position in CHAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $53.8K in Q2 2026. 184 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Evermay Wealth Management held 485 shares of Roundhill Generative AI & Technology ETF worth $44.6K as of Q3 2026.
  • Evermay Wealth Management sold 60 Roundhill Generative AI & Technology ETF shares in Q3 2026, an estimated $5.29K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #362 holding.
  • Evermay Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • Evermay Wealth Management's Roundhill Generative AI & Technology ETF position peaked at $53.8K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.