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Retirement Wealth Solutions’s City Holding Co CHCO Stock Holding History

Retirement Wealth Solutions’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.23K Hold
16
– – ﹤0.01% 581
2026
Q2 		$2.12K Buy
16
+1
+7% +$126 ﹤0.01% 516
2026
Q1 		$1.79K Buy
+15
New +$1.83K ﹤0.01% 525

Other funds holding CHCO

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Retirement Wealth Solutions's CHCO Position: Q3 2026 in Review

Retirement Wealth Solutions held its City Holding Co (CHCO) position steady in Q3 2026 at 16 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Retirement Wealth Solutions first reported a position in CHCO in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold CHCO as of Q3 2026.

  • Retirement Wealth Solutions held 16 shares of City Holding Co worth $2.23K as of Q3 2026.
  • Retirement Wealth Solutions left its City Holding Co share count unchanged in Q3 2026.
  • City Holding Co made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #581 holding.
  • Retirement Wealth Solutions first reported a position in City Holding Co in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held City Holding Co as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.