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GeoWealth Management’s Chemed CHE Stock Holding History

GeoWealth 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
Q1 		– Sell
-46
Closed -$24.4K – 1191
2024
Q4 		$24.4K Sell
46
-7
-13% -$3.95K ﹤0.01% 1338
2024
Q3 		$31.9K Sell
53
-17
-24% -$9.64K ﹤0.01% 1194
2024
Q2 		$38K Sell
70
-28
-29% -$16K ﹤0.01% 825
2024
Q1 		$62.9K Sell
98
-1
-1% -$608 ﹤0.01% 799
2023
Q4 		$58K Buy
+99
New +$55.4K ﹤0.01% 621

Other funds holding CHE

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GeoWealth Management's CHE Position: Q1 2025 in Review

GeoWealth Management sold out of Chemed (CHE) in Q1 2025, closing a stake of 46 shares — an estimated $24.4K sold.

GeoWealth Management first reported a position in CHE in Q4 2023 and held it in 5 quarters. The position peaked at $62.9K in Q1 2024. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • GeoWealth Management reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 46 Chemed shares in Q1 2025, an estimated $24.4K.
  • GeoWealth Management first reported a position in Chemed in Q4 2023 and held it in 5 quarters.
  • GeoWealth Management's Chemed position peaked at $62.9K in Q1 2024.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.