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Gen-Wealth Partners’s Chemed CHE Stock Holding History

Gen-Wealth Partners’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.1K Sell
159
-142
-47% -$59.7K 0.02% 361
2026
Q1 		$114K Buy
301
+68
+29% +$29.1K 0.04% 313
2025
Q4 		$99.7K Sell
233
-290
-55% -$126K 0.03% 325
2025
Q3 		$234K Buy
+523
New +$237K 0.08% 223

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Chemed (CHE) stake by 47% in Q2 2026, selling an estimated $59.7K and leaving 159 shares worth $74.1K. The position accounts for 0.02% of the portfolio, ranked #361.

Gen-Wealth Partners first reported a position in CHE in Q3 2025 and has held it in 4 quarters since. The position peaked at $234K in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Gen-Wealth Partners held 159 shares of Chemed worth $74.1K as of Q2 2026.
  • Gen-Wealth Partners sold 142 Chemed shares in Q2 2026, an estimated $59.7K.
  • Chemed made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • Gen-Wealth Partners first reported a position in Chemed in Q3 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's Chemed position peaked at $234K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

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