Koesten Hirschmann & Crabtree’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Koesten Hirschmann & Crabtree’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	–	Sell	-27	Closed	-$1.66K	–	71
2025 Q3	$1.66K	Hold	27	–	–	﹤0.01%	197
2025 Q2	$1.32K	Hold	27	–	–	﹤0.01%	252
2025 Q1	$941	Hold	27	–	–	﹤0.01%	184
2024 Q4	$1.09K	Hold	27	–	–	﹤0.01%	171
2024 Q3	$1.01K	Buy	+27	New	+$961	﹤0.01%	177

Other funds holding CHAT

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree's CHAT Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q4 2025, closing a stake of 27 shares — an estimated $1.66K sold.

Koesten Hirschmann & Crabtree first reported a position in CHAT in Q3 2024 and held it in 5 quarters. The position peaked at $1.66K in Q3 2025. 139 funds tracked by Wall St. Rank hold CHAT as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Roundhill Generative AI & Technology ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 27 Roundhill Generative AI & Technology ETF shares in Q4 2025, an estimated $1.66K.
Koesten Hirschmann & Crabtree first reported a position in Roundhill Generative AI & Technology ETF in Q3 2024 and held it in 5 quarters.
Koesten Hirschmann & Crabtree's Roundhill Generative AI & Technology ETF position peaked at $1.66K in Q3 2025.
139 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.