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Goldstone Financial Group’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Goldstone Financial Group’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$469K Sell
10,623
-1,571
-13% -$74.3K 0.05% 170
2025
Q4 		$608K Sell
12,194
-461
-4% -$22.8K 0.07% 151
2025
Q3 		$619K Sell
12,655
-1,081
-8% -$50.9K 0.07% 151
2025
Q2 		$627K Sell
13,736
-132
-1% -$5.37K 0.08% 141
2025
Q1 		$528K Sell
13,868
-15,334
-53% -$638K 0.08% 131
2024
Q4 		$1.23M Sell
29,202
-1,731
-6% -$71.9K 0.19% 77
2024
Q3 		$1.23M Sell
30,933
-2,969
-9% -$114K 0.21% 74
2024
Q2 		$1.31M Sell
33,902
-8,186
-19% -$296K 0.26% 67
2024
Q1 		$1.49M Sell
42,088
-2,491
-6% -$83.3K 0.34% 53
2023
Q4 		$1.38M Sell
44,579
-5,845
-12% -$169K 0.36% 53
2023
Q3 		$1.37M Buy
50,424
+745
+1% +$20.9K 0.41% 48
2023
Q2 		$1.39M Buy
+49,679
New +$1.27M 0.41% 46

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return