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Aegis Wealth Management LLC

Position in CHGX — Stance Sustainable Beta ETF

CIK 1628818 BETHESDA, MD

Position in CHGX

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$468,085
+$90,045 QoQ
Shares Held
14,096
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#14
of 32 holders
Holding Since
Sep 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
2026-06-30 $468,085 14,096
2026-03-31 $378,040 14,096
2025-12-31 $383,227 14,096
2025-09-30 $384,877 14,096