Position in CHE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$74,052
-$39,647 QoQ
Shares Held
159
-47.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#436
of 528 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $1,052,651 across 3 Medical Care Facilities names. CHE ranks #3 (7.0% of the industry book) .
All Filings in CHE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,052 | 159 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $113,699 | 301 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $99,691 | 233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $234,168 | 523 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||