TFC Financial Management, Inc.
Position in CHGX — Stance Sustainable Beta ETF
CIK 1827844
BOSTON, MA
Position in CHGX
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$121,275
-$1,664 QoQ
Shares Held
4,522
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHGX Over Time
Shares Held
Position Value (USD)
All Filings in CHGX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,275 | 4,522 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $122,939 | 4,522 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $122,622 | 4,491 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $117,080 | 4,491 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||