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Gen-Wealth Partners’s Chord Energy CHRD Stock Holding History

Gen-Wealth Partners’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$3.04K – 630
2024
Q4 		$3.04K Hold
26
– – ﹤0.01% 561
2024
Q3 		$3.28K Sell
26
-20
-43% -$3.07K ﹤0.01% 576
2024
Q2 		$7.71K Hold
46
– – ﹤0.01% 490
2024
Q1 		$8.2K Buy
+46
New +$7.4K ﹤0.01% 470

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Gen-Wealth Partners's CHRD Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Chord Energy (CHRD) in Q1 2025, closing a stake of 26 shares — an estimated $3.04K sold.

Gen-Wealth Partners first reported a position in CHRD in Q1 2024 and held it in 4 quarters. The position peaked at $8.2K in Q1 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Chord Energy position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 26 Chord Energy shares in Q1 2025, an estimated $3.04K.
  • Gen-Wealth Partners first reported a position in Chord Energy in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Chord Energy position peaked at $8.2K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.