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Geneos Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Geneos Wealth Management’s Portfolio CHT Stock Details CHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-144
Closed -$6.71K – 2616
2025
Q2 		$6.71K Sell
144
-78
-35% -$3.33K ﹤0.01% 2476
2025
Q1 		$8.7K Buy
+222
New +$8.57K ﹤0.01% 2603
2017
Q4 		– Sell
-218
Closed -$7K – 2170
2017
Q3 		$7K Buy
+218
New +$7.51K ﹤0.01% 1669

Other funds holding CHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geneos Wealth Management sold out of Chunghwa Telecom (CHT) in Q3 2025, closing a stake of 144 shares — an estimated $6.71K sold.

Geneos Wealth Management first reported a position in CHT in Q3 2017 and held it in 3 quarters. The position peaked at $8.7K in Q1 2025. 176 funds tracked by Wall St. Rank hold CHT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Chunghwa Telecom position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 144 Chunghwa Telecom shares in Q3 2025, an estimated $6.71K.
  • Geneos Wealth Management first reported a position in Chunghwa Telecom in Q3 2017 and held it in 3 quarters.
  • Geneos Wealth Management's Chunghwa Telecom position peaked at $8.7K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q3 2025.

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