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Genesis Private Wealth’s Choice Hotels CHH Stock Holding History

Genesis Private Wealth’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,859
Closed -$236K – 160
2025
Q2 		$236K Sell
1,859
-6
-0.3% -$758 0.11% 128
2025
Q1 		$248K Buy
1,865
+21
+1% +$2.99K 0.13% 106
2024
Q4 		$262K Buy
+1,844
New +$261K 0.14% 93

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genesis Private Wealth's CHH Position: Q3 2025 in Review

Genesis Private Wealth sold out of Choice Hotels (CHH) in Q3 2025, closing a stake of 1,859 shares — an estimated $236K sold.

Genesis Private Wealth first reported a position in CHH in Q4 2024 and held it in 3 quarters. The position peaked at $262K in Q4 2024. 344 funds tracked by Wall St. Rank hold CHH as of Q3 2025.

  • Genesis Private Wealth reported no remaining Choice Hotels position as of Q3 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 1,859 Choice Hotels shares in Q3 2025, an estimated $236K.
  • Genesis Private Wealth first reported a position in Choice Hotels in Q4 2024 and held it in 3 quarters.
  • Genesis Private Wealth's Choice Hotels position peaked at $262K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2025.

Based on Genesis Private Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.