&PARTNERS CHPX GLOBAL X FDS

Ownership history in &PARTNERS  ·  3 quarters on record

AI Ownership Summary

&PARTNERS reported GLOBAL X FDS (CHPX) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows CHPX 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 CHPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in GLOBAL X FDS, 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

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

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 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.

How &PARTNERS held CHPX — position size vs. price
% of Fund (quarterly)    CHPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 51,016 +2,276 +4.7% 0.02% $5.4M 2026-08-14 $97.04
2026 Q1 ADDED 48,740 +31,339 +180.1% 0.01% $2.8M 2026-05-15 $87.92
2025 Q4 INITIATED 17,401 0.00% $950K 2026-02-17 $60.82

FAQ About &PARTNERS and CHPX

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

How long has &PARTNERS reported owning CHPX?

&PARTNERS reported CHPX across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CHPX position in &PARTNERS's portfolio?

The largest reported portfolio weight for CHPX was 0.02% in 2026 Q2.

What is the latest reported CHPX position on this page?

The most recent filing on this page is 2026 Q2, when &PARTNERS reported 51,016 shares, equal to 0.02% of portfolio, with an estimated market value of $5.4M.

What does the chart on this CHPX ownership page compare?

The chart compares &PARTNERS's quarterly CHPX 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.

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