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

ORG 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	$8.25K	Buy	+140	New	+$8.69K	﹤0.01%	1068

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

ORG Partners's CHAT Position: Q4 2025 in Review

ORG Partners opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q4 2025: 140 shares worth $8.25K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings.

139 funds tracked by Wall St. Rank hold CHAT as of Q4 2025.

ORG Partners held 140 shares of Roundhill Generative AI & Technology ETF worth $8.25K as of Q4 2025.
Roundhill Generative AI & Technology ETF was a new ORG Partners position in Q4 2025.
Roundhill Generative AI & Technology ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1068 holding.
139 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.