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VestGen Advisors’s Charter Communications CHTR Stock Holding History

VestGen Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
+2,622
New +$438K 0.01% 766
2025
Q3 		– Sell
-3,097
Closed -$1.27M – 700
2025
Q2 		$1.27M Buy
+3,097
New +$1.19M 0.05% 291

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VestGen Advisors's CHTR Position: Q2 2026 in Review

VestGen Advisors opened a new position in Charter Communications (CHTR) in Q2 2026: 2,622 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in CHTR as recently as Q2 2025.

VestGen Advisors first reported a position in CHTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.27M in Q2 2025. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • VestGen Advisors held 2,622 shares of Charter Communications worth $373K as of Q2 2026.
  • Charter Communications was a new VestGen Advisors position in Q2 2026.
  • Charter Communications made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #766 holding.
  • VestGen Advisors first reported a position in Charter Communications in Q2 2025 and has held it in 2 quarters since.
  • VestGen Advisors's Charter Communications position peaked at $1.27M in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.