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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CHCO holding history

City Holding Co in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHCO overviewAll 13F holders of CHCOFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of CHCO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,258−100.0%Sold outHolders
Q4 20234,258$453.5K<0.1%+4,258NewHolders
Q3 20230$00.0%−5,815−100.0%Sold outHolders
Q2 20235,815$523.3K<0.1%−439−7.0%ReducedHolders
Q1 20236,254$568.4K<0.1%+6,254NewHolders
Q2 20220$00.0%−7,643−100.0%Sold outHolders
Q1 20227,643$602.0K<0.1%+7,643NewHolders