Wealth Enhancement Advisory Services
CHCO icon

Wealth Enhancement Advisory Services’s City Holding Co CHCO Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$1.34M Sell
11,010
-4,126
-27% -$503K ﹤0.01% 1621
2025
Q4 		$1.84M Buy
15,136
+23
+0.2% +$2.8K ﹤0.01% 1559
2025
Q3 		$1.85M Buy
15,113
+2,101
+16% +$264K ﹤0.01% 1485
2025
Q2 		$1.68M Buy
13,012
+1,786
+16% +$210K ﹤0.01% 1451
2025
Q1 		$1.32M Buy
11,226
+5,088
+83% +$600K ﹤0.01% 1462
2024
Q4 		$727K Buy
6,138
+993
+19% +$123K ﹤0.01% 1733
2024
Q3 		$604K Buy
5,145
+72
+1% +$8.33K ﹤0.01% 1691
2024
Q2 		$539K Buy
5,073
+24
+0.5% +$2.47K ﹤0.01% 1604
2024
Q1 		$526K Buy
5,049
+3
+0.1% +$309 ﹤0.01% 1552
2023
Q4 		$556K Buy
5,046
+82
+2% +$8.02K ﹤0.01% 1438
2023
Q3 		$448K Buy
+4,964
New +$461K ﹤0.01% 1494

Other funds holding CHCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return