GPS Wealth Strategies Group’s Charter Communications CHTR Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-2	Closed	-$550	–	728
2025 Q3	$550	Hold	2	–	–	﹤0.01%	1511
2025 Q2	$818	Buy	+2	New	+$766	﹤0.01%	1444
2023 Q2	–	Sell	-20	Closed	-$7.15K	–	1255
2023 Q1	$7.15K	Buy	+20	New	+$7.47K	﹤0.01%	906
2022 Q4	–	Sell	-20	Closed	-$6K	–	283
2022 Q3	$6K	Hold	20	–	–	﹤0.01%	859
2022 Q2	$9K	Sell	20 -7	-26%	-$3.41K	﹤0.01%	779
2022 Q1	$15K	Hold	27	–	–	﹤0.01%	638
2021 Q4	$18K	Hold	27	–	–	﹤0.01%	611
2021 Q3	$20K	Hold	27	–	–	0.01%	561
2021 Q2	$19K	Hold	27	–	–	﹤0.01%	592
2021 Q1	$16K	Buy	+27	New	+$16.9K	﹤0.01%	587

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GPS Wealth Strategies Group's CHTR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 2 shares — an estimated $550 sold.

GPS Wealth Strategies Group first reported a position in CHTR in Q1 2021 and held it in 10 quarters. The position peaked at $20K in Q3 2021. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2 Charter Communications shares in Q4 2025, an estimated $550.
GPS Wealth Strategies Group first reported a position in Charter Communications in Q1 2021 and held it in 10 quarters.
GPS Wealth Strategies Group's Charter Communications position peaked at $20K in Q3 2021.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.