Smallwood Wealth Investment Management’s Change Agents Corporation Common Stock CHGA Stock Holding History

Smallwood Wealth Investment Management’s Portfolio CHGA Stock Details CHGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1	Hold	5	–	–	﹤0.01%	529
2026 Q1	$2	Hold	5	–	–	﹤0.01%	526
2025 Q4	$6	Hold	5	–	–	﹤0.01%	516
2025 Q3	$11	Hold	5	–	–	﹤0.01%	524
2025 Q2	$13	Hold	5	–	–	﹤0.01%	561
2025 Q1	$24	Buy	+5	New	+$24	﹤0.01%	496

Other funds holding CHGA

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Smallwood Wealth Investment Management's CHGA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Change Agents Corporation Common Stock (CHGA) position steady in Q2 2026 at 5 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Smallwood Wealth Investment Management first reported a position in CHGA in Q1 2025 and has held it in 6 quarters since. The position peaked at $24 in Q1 2025. 3 funds tracked by Wall St. Rank hold CHGA as of Q2 2026.

Smallwood Wealth Investment Management held 5 shares of Change Agents Corporation Common Stock worth $1 as of Q2 2026.
Smallwood Wealth Investment Management left its Change Agents Corporation Common Stock share count unchanged in Q2 2026.
Change Agents Corporation Common Stock made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #529 holding.
Smallwood Wealth Investment Management first reported a position in Change Agents Corporation Common Stock in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Change Agents Corporation Common Stock position peaked at $24 in Q1 2025.
3 funds tracked by Wall St. Rank held Change Agents Corporation Common Stock as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.