Gen-Wealth Partners
CHE icon

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
Q3 		$39K Sell
77
-82
-52% -$42.4K 0.01% 422
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 		$100K Sell
233
-290
-55% -$126K 0.03% 325
2025
Q3 		$234K Buy
+523
New +$237K 0.08% 223

Other funds holding CHE

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Gen-Wealth Partners's CHE Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Chemed (CHE) stake by 52% in Q3 2026, selling an estimated $42.4K and leaving 77 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #422.

Gen-Wealth Partners first reported a position in CHE in Q3 2025 and has held it in 5 quarters since. The position peaked at $234K in Q3 2025. 371 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Gen-Wealth Partners held 77 shares of Chemed worth $39K as of Q3 2026.
  • Gen-Wealth Partners sold 82 Chemed shares in Q3 2026, an estimated $42.4K.
  • Chemed made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #422 holding.
  • Gen-Wealth Partners first reported a position in Chemed in Q3 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Chemed position peaked at $234K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.