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Roundhill Generative Ai & Technology Etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $90k 1.5k 58.96
2025-09-30 $107k 1.7k 61.50
2025-06-30 $29k 600 48.78

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Roundhill Generative Ai & Technology Etf

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Gemmer Asset Management
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Janney Montgomery Scott
Advisor Group Holdings

View all funds holding Roundhill Generative Ai & Technology Etf