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GeoWealth Management’s Charter Communications CHTR Stock Holding History

GeoWealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-243
Closed -$99.3K – 837
2025
Q2 		$99.3K Sell
243
-6
-2% -$2.3K ﹤0.01% 819
2025
Q1 		$91.8K Sell
249
-111
-31% -$39.7K ﹤0.01% 801
2024
Q4 		$123K Sell
360
-34
-9% -$12.3K ﹤0.01% 908
2024
Q3 		$128K Buy
+394
New +$133K ﹤0.01% 837
2024
Q1 		– Sell
-290
Closed -$113K – 854
2023
Q4 		$113K Buy
+290
New +$118K 0.01% 578

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's CHTR Position: Q3 2025 in Review

GeoWealth Management sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 243 shares — an estimated $99.3K sold.

GeoWealth Management first reported a position in CHTR in Q4 2023 and held it in 5 quarters. The position peaked at $128K in Q3 2024. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • GeoWealth Management reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 243 Charter Communications shares in Q3 2025, an estimated $99.3K.
  • GeoWealth Management first reported a position in Charter Communications in Q4 2023 and held it in 5 quarters.
  • GeoWealth Management's Charter Communications position peaked at $128K in Q3 2024.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.