On this page, we present all of the funds holding CHGX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CHGX, with a link to that fund's top holdings. The next columns indicate the amount of CHGX stock held by each of the funds holding CHGX, followed by the CHGX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding CHGX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WCG Wealth Advisors LLC. For more details on the positions held by WCG Wealth Advisors LLC (or by any of the other funds holding CHGX), click the fund name in the "Holder" column of the funds-holding-CHGX table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
WCG Wealth Advisors LLC | 214,965 | $7,141 | 12/31/2023 |
CHGX | 214,965 | $7,141 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 182,348 | $6,057 | 12/31/2023 |
CHGX | 182,348 | $6,057 | 12/31/2023 |
Colorado Capital Management Inc. | 91,677 | $3,363 | 03/31/2024 |
CHGX | 91,677 | $3,363 | 03/31/2024 |
LPL Financial LLC | 71,634 | $2,380 | 12/31/2023 |
CHGX | 71,634 | $2,380 | 12/31/2023 |
Commonwealth Equity Services LLC | 68,111 | $2,263 | 12/31/2023 |
CHGX | 68,111 | $2,263 | 12/31/2023 |
IMPACTfolio LLC | 43,214 | $1,585 | 03/31/2024 |
CHGX | 43,214 | $1,585 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 36,625 | $1,217 | 12/31/2023 |
CHGX | 36,625 | $1,217 | 12/31/2023 |
Envestnet Asset Management Inc. | 32,519 | $1,080 | 12/31/2023 |
CHGX | 32,519 | $1,080 | 12/31/2023 |
Private Advisor Group LLC | 32,277 | $1,072 | 12/31/2023 |
CHGX | 32,277 | $1,072 | 12/31/2023 |
Advisor Group Holdings Inc. | 20,875 | $693 | 12/31/2023 |
CHGX | 20,875 | $693 | 12/31/2023 |
Arjuna Capital | 17,357 | $577 | 12/31/2023 |
CHGX | 17,357 | $577 | 12/31/2023 |
HighTower Advisors LLC | 16,787 | $561 | 12/31/2023 |
CHGX | 16,787 | $561 | 12/31/2023 |
Tower Research Capital LLC TRC | 16,872 | $560 | 12/31/2023 |
CHGX | 16,872 | $560 | 12/31/2023 |
Moneywise Inc. | 15,524 | $516 | 12/31/2023 |
CHGX | 15,524 | $516 | 12/31/2023 |
Susquehanna International Group LLP | 15,266 | $507 | 12/31/2023 |
CHGX | 15,266 | $507 | 12/31/2023 |
Etfidea LLC | 14,355 | $477 | 12/31/2023 |
CHGX | 14,355 | $477 | 12/31/2023 |
First Affirmative Financial Network | 11,718 | $430 | 03/31/2024 |
CHGX | 11,718 | $430 | 03/31/2024 |
GTS Securities LLC | 12,256 | $407 | 12/31/2023 |
CHGX | 12,256 | $407 | 12/31/2023 |
Citadel Advisors LLC | 12,147 | $403 | 12/31/2023 |
CHGX | 12,147 | $403 | 12/31/2023 |
Proequities Inc. | 11,971 | $398 | 12/31/2023 |
CHGX | 11,971 | $398 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 11,308 | $376 | 12/31/2023 |
CHGX | 11,308 | $376 | 12/31/2023 |
Royal Bank of Canada | 11,070 | $368 | 12/31/2023 |
CHGX | 11,070 | $368 | 12/31/2023 |
The PNC Financial Services Group Inc. | 9,758 | $324 | 12/31/2023 |
CHGX | 9,758 | $324 | 12/31/2023 |
Wetherby Asset Management Inc. | 9,594 | $319 | 12/31/2023 |
CHGX | 9,594 | $319 | 12/31/2023 |
Denver Wealth Management Inc. | 7,241 | $266 | 03/31/2024 |
CHGX | 7,241 | $266 | 03/31/2024 |
Wedbush Securities Inc. | 6,543 | $217 | 12/31/2023 |
CHGX | 6,543 | $217 | 12/31/2023 |
Clarius Group LLC | 5,726 | $210 | 03/31/2024 |
CHGX | 5,726 | $210 | 03/31/2024 |
Orion Portfolio Solutions LLC | 6,169 | $204 | 12/31/2023 |
CHGX | 6,169 | $204 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 3,307 | $109 | 12/31/2023 |
CHGX | 3,307 | $109 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 2,031 | $67 | 12/31/2023 |
CHGX | 2,031 | $67 | 12/31/2023 |
Morgan Stanley | 2,001 | $66 | 12/31/2023 |
CHGX | 2,001 | $66 | 12/31/2023 |
ORG Partners LLC | 1,459 | $48 | 12/31/2023 |
CHGX | 1,459 | $48 | 12/31/2023 |
CWM LLC | 1,172 | $43 | 03/31/2024 |
CHGX | 1,172 | $43 | 03/31/2024 |
Northwest Capital Management Inc | 1,172 | $43 | 03/31/2024 |
CHGX | 1,172 | $43 | 03/31/2024 |
FMR LLC | 511 | $17 | 12/31/2023 |
CHGX | 511 | $17 | 12/31/2023 |
Harbour Investments Inc. | 69 | $2 | 12/31/2023 |
CHGX | 69 | $2 | 12/31/2023 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
CHGX | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CHGX
See Details: Top 10 Hedge Funds Holding CHGX
Also See: CHGX Holdings Changes
Free CHGX Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |