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Gen-Wealth Partners’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Gen-Wealth Partners’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 		$12.6K Hold
204
– – ﹤0.01% 523
2025
Q4 		$12K Buy
+204
New +$12.7K ﹤0.01% 514

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 $67.7B AUM 51.91% 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

Gen-Wealth Partners's CHAT Position: Q1 2026 in Review

Gen-Wealth Partners held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q1 2026 at 204 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Gen-Wealth Partners first reported a position in CHAT in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Gen-Wealth Partners held 204 shares of Roundhill Generative AI & Technology ETF worth $12.6K as of Q1 2026.
  • Gen-Wealth Partners left its Roundhill Generative AI & Technology ETF share count unchanged in Q1 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #523 holding.
  • Gen-Wealth Partners first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.