Geneos Wealth Management’s Chemed CHE Stock Holding History

Geneos Wealth Management’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
2025 Q3	–	Sell	-100	Closed	-$48.7K	–	2612
2025 Q2	$48.7K	Buy	100 +1	+1%	+$570	﹤0.01%	1581
2025 Q1	$60.9K	Buy	99 +76	+330%	+$43.2K	﹤0.01%	1383
2024 Q4	$12.2K	Buy	23 +1	+5%	+$564	﹤0.01%	1970
2024 Q3	$13.2K	Buy	+22	New	+$12.5K	﹤0.01%	1718
2022 Q3	–	Sell	-3	Closed	-$1K	–	2098
2022 Q2	$1K	Sell	3 -292	-99%	-$142K	﹤0.01%	2468
2022 Q1	$149K	Hold	295	–	–	0.01%	928
2021 Q4	$156K	Hold	295	–	–	0.01%	978
2021 Q3	$135K	Hold	295	–	–	0.01%	1036
2021 Q2	$143K	Sell	295 -244	-45%	-$117K	0.01%	1004
2021 Q1	$256K	Buy	539 +20	+4%	+$9.8K	0.01%	865
2020 Q4	$137K	Buy	519 +224	+76%	+$110K	0.01%	997
2020 Q3	$143K	Hold	295	–	–	0.01%	800
2020 Q2	$131K	Hold	295	–	–	0.01%	802
2020 Q1	$120K	Hold	295	–	–	0.01%	777
2019 Q4	$129K	Hold	295	–	–	0.01%	850
2019 Q3	$121K	Hold	295	–	–	0.01%	826
2019 Q2	$106K	Hold	295	–	–	0.01%	883
2019 Q1	$94K	Hold	295	–	–	0.01%	886
2018 Q4	$82K	Hold	295	–	–	0.01%	898
2018 Q3	$94K	Hold	295	–	–	0.01%	906
2018 Q2	$94K	Hold	295	–	–	0.01%	808
2018 Q1	$80K	Hold	295	–	–	0.01%	830
2017 Q4	$71K	Hold	295	–	–	0.01%	865
2017 Q3	$59K	Hold	295	–	–	0.01%	885
2017 Q2	$60K	Hold	295	–	–	0.01%	857
2017 Q1	$53K	Hold	295	–	–	0.01%	861
2016 Q4	$47K	Hold	295	–	–	0.01%	862
2016 Q3	$41K	Hold	295	–	–	0.01%	887
2016 Q2	$40K	Buy	295 +3	+1%	+$398	0.01%	882
2016 Q1	$39K	Buy	+292	New	+$39.5K	0.01%	873

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Geneos Wealth Management's CHE Position: Q3 2025 in Review

Geneos Wealth Management sold out of Chemed (CHE) in Q3 2025, closing a stake of 100 shares — an estimated $48.7K sold.

Geneos Wealth Management first reported a position in CHE in Q1 2016 and held it in 30 quarters. The position peaked at $256K in Q1 2021. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

Geneos Wealth Management reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 100 Chemed shares in Q3 2025, an estimated $48.7K.
Geneos Wealth Management first reported a position in Chemed in Q1 2016 and held it in 30 quarters.
Geneos Wealth Management's Chemed position peaked at $256K in Q1 2021.
523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.