Chicago Partners Investment Group LLC GEW — EA SERIES TRUST

Ownership history in Chicago Partners Investment Group LLC  ·  4 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported EA SERIES TRUST (GEW) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows GEW at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Partners Investment Group LLC's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GEW was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GEW stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held GEW — position size vs. price
% of Fund (quarterly)    GEW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,313 +48 +0.3% 0.02% $891K 2026-07-30 $55.66
2026 Q1 ADDED — — — 16,265 +99 +0.6% 0.02% $870K 2026-05-04 $53.09
2025 Q4 ADDED — — — 16,166 +69 +0.4% 0.02% $849K 2026-01-28 $52.46
2025 Q3 INITIATED — — — 16,097 — — 0.02% $827K 2025-10-30 $50.27

🏢 Other funds also holding GEW

As of 2026 Q2 — sorted by position size

Paul R. Ried Financial Group, LLC 0.85% Aspect Partners, LLC 0.63% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.49% Prism Advisors, Inc. 3Y 7Y 0.27% General Partner, Inc. 3Y 0.25% Well Done, LLC 3Y 7Y 0.08% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.02% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% Wealthcare Advisory Partners LLC 3Y 7Y 0.01%

FAQ About Chicago Partners Investment Group LLC and GEW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Partners Investment Group LLC reported owning GEW?

Chicago Partners Investment Group LLC reported GEW across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported GEW position in Chicago Partners Investment Group LLC's portfolio?

The largest reported portfolio weight for GEW was 0.02% in 2025 Q3.

What is the latest reported GEW position on this page?

The most recent filing on this page is 2026 Q2, when Chicago Partners Investment Group LLC reported 16,313 shares, equal to 0.02% of portfolio, with an estimated market value of $891K.

What does the chart on this GEW ownership page compare?

The chart compares Chicago Partners Investment Group LLC's quarterly GEW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Partners Investment Group LLC time their GEW position?

Based on 13F filing dates vs. subsequent GEW price moves, Chicago Partners Investment Group LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on GEW relative to SPY over the holding period was +23660.5%.

← Back to Chicago Partners Investment Group LLC Holdings