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Global Retirement Partners’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Global Retirement Partners’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$65K Buy
1,103
+1,052
+2,063% +$65.3K ﹤0.01% 2194
2025
Q3 		$3.14K Buy
51
+50
+5,000% +$2.69K ﹤0.01% 3151
2025
Q2 		$49 Buy
+1
New +$40 ﹤0.01% 3753

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NWM
NRI Wealth Management Santa Clara, California $196M AUM 32.41% 1-Year Est. Return

Global Retirement Partners's CHAT Position: Q4 2025 in Review

Global Retirement Partners increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 2,063% in Q4 2025, buying an estimated $65.3K and bringing the position to 1,103 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Global Retirement Partners first reported a position in CHAT in Q2 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold CHAT as of Q4 2025.

  • Global Retirement Partners held 1,103 shares of Roundhill Generative AI & Technology ETF worth $65K as of Q4 2025.
  • Global Retirement Partners bought 1,052 Roundhill Generative AI & Technology ETF shares in Q4 2025, an estimated $65.3K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2194 holding.
  • Global Retirement Partners first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.