Triumph Capital Management
CHAT icon

Triumph Capital Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Triumph Capital 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
2026
Q3 		$18.7K Hold
203
– – ﹤0.01% 997
2026
Q2 		$20K Hold
203
– – ﹤0.01% 939
2026
Q1 		$12.5K Hold
203
– – ﹤0.01% 1035
2025
Q4 		$12K Buy
+203
New +$12.6K ﹤0.01% 1020

Other funds holding CHAT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Triumph Capital Management's CHAT Position: Q3 2026 in Review

Triumph Capital Management held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q3 2026 at 203 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Triumph Capital Management first reported a position in CHAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $20K in Q2 2026. 184 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Triumph Capital Management held 203 shares of Roundhill Generative AI & Technology ETF worth $18.7K as of Q3 2026.
  • Triumph Capital Management left its Roundhill Generative AI & Technology ETF share count unchanged in Q3 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #997 holding.
  • Triumph Capital Management first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Roundhill Generative AI & Technology ETF position peaked at $20K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.