SW
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SteelPeak Wealth’s Coherus Oncology CHRS Stock Holding History

SteelPeak Wealth’s Portfolio CHRS Stock Details CHRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$96.6K Hold
69,000
– – ﹤0.01% 623
2026
Q1 		$117K Hold
69,000
– – ﹤0.01% 553
2025
Q4 		$98K Hold
69,000
– – ﹤0.01% 522
2025
Q3 		$113K Hold
69,000
– – ﹤0.01% 555
2025
Q2 		$50.5K Hold
69,000
– – ﹤0.01% 545
2025
Q1 		$55.7K Hold
69,000
– – ﹤0.01% 543
2024
Q4 		$95.2K Hold
69,000
– – ﹤0.01% 517
2024
Q3 		$71.8K Hold
69,000
– – ﹤0.01% 484
2024
Q2 		$119K Hold
69,000
– – 0.01% 485
2024
Q1 		$165K Hold
69,000
– – 0.01% 437
2023
Q4 		$230K Buy
69,000
+15,000
+28% +$40.2K 0.01% 370
2023
Q3 		$202K Buy
54,000
+12,000
+29% +$55.4K 0.01% 383
2023
Q2 		$179K Buy
42,000
+21,000
+100% +$124K 0.01% 396
2023
Q1 		$144K Buy
21,000
+5,000
+31% +$38.8K 0.01% 360
2022
Q4 		$127K Buy
+16,000
New +$123K 0.01% 387

Other funds holding CHRS

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return