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Wealth Enhancement Trust Services’s Chord Energy CHRD Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14K Hold
10
– – ﹤0.01% 1101
2026
Q1 		$1.42K Hold
10
– – ﹤0.01% 707
2025
Q4 		$927 Buy
+10
New +$927 ﹤0.01% 676

Other funds holding CHRD

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wealth Enhancement Trust Services's CHRD Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Chord Energy (CHRD) position steady in Q2 2026 at 10 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Wealth Enhancement Trust Services first reported a position in CHRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42K in Q1 2026. 346 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Wealth Enhancement Trust Services held 10 shares of Chord Energy worth $1.14K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1101 holding.
  • Wealth Enhancement Trust Services first reported a position in Chord Energy in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Chord Energy position peaked at $1.42K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.