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HB Wealth Management, LLC → CHCO

HB Wealth Management, LLC CHCO Position History

City Holding Company • Financial Services

Quarters held
4
Latest value
$311K
Q3 2026
Peak value
$314K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$257K
Q1 2026$259K
Q2 2026$314K
Q3 2026$311K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$311K2.2K——
Q2 2026$314K2.4K——
Q1 2026$259K2.2K——
Q4 2025$257K2.2K——

Other funds holding CHCO

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B