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NRI Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

NRI Wealth Management’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 		$4.53M Buy
76,826
+4,065
+6% +$252K 2.31% 17
2025
Q3 		$4.47M Buy
+72,761
New +$3.91M 2.39% 15

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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

NRI Wealth Management's CHAT Position: Q4 2025 in Review

NRI Wealth Management increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 5.6% in Q4 2025, buying an estimated $252K and bringing the position to 76,826 shares worth $4.53M. The position accounts for 2.31% of the portfolio, ranked #17.

NRI Wealth Management first reported a position in CHAT in Q3 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold CHAT as of Q4 2025.

  • NRI Wealth Management held 76,826 shares of Roundhill Generative AI & Technology ETF worth $4.53M as of Q4 2025.
  • NRI Wealth Management bought 4,065 Roundhill Generative AI & Technology ETF shares in Q4 2025, an estimated $252K.
  • Roundhill Generative AI & Technology ETF made up 2.31% of NRI Wealth Management's portfolio in Q4 2025, its #17 holding.
  • NRI Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.