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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
Q2 		$20.1K Hold
204
– – 0.01% 497
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 $1.35B 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 $7B AUM 14.85% 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 $201M AUM 33.49% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Gen-Wealth Partners's CHAT Position: Q2 2026 in Review

Gen-Wealth Partners held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q2 2026 at 204 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #497.

Gen-Wealth Partners first reported a position in CHAT in Q4 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Gen-Wealth Partners held 204 shares of Roundhill Generative AI & Technology ETF worth $20.1K as of Q2 2026.
  • Gen-Wealth Partners left its Roundhill Generative AI & Technology ETF share count unchanged in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #497 holding.
  • Gen-Wealth Partners first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.