Providence Wealth Advisors, LLC CHRS — COHERUS BIOSCIENCES INC

Ownership history in Providence Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Providence Wealth Advisors, LLC reported COHERUS BIOSCIENCES INC (CHRS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows CHRS 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 CHRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Providence Wealth Advisors, LLC's position in COHERUS BIOSCIENCES INC, 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 Q1

CHRS 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
2024 Q3 to 2026 Q1

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.

CHRS stock page Providence Wealth Advisors, LLC fund profile Providence Wealth Advisors, LLC full holdings
How Providence Wealth Advisors, LLC held CHRS — position size vs. price
% of Fund (quarterly)    CHRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 15,000 — 0% 0.02% $26K 2026-05-05 $1.79
2025 Q4 UNCHANGED — — — 15,000 — 0% 0.01% $22K 2026-02-06 $2.14
2025 Q3 UNCHANGED — — — 15,000 — 0% 0.02% $26K 2025-11-05 $1.57
2025 Q2 ADDED — — — 15,000 +2,500 +20.0% 0.01% $14K 2025-08-12 $0.92
2025 Q1 UNCHANGED — — — 12,500 — 0% 0.01% $10K 2025-05-07 $0.95
2024 Q4 ADDED — — — 12,500 +2,500 +25.0% 0.02% $21K 2025-02-12 $1.12
2024 Q3 INITIATED — — — 10,000 — — 0.01% $8K 2024-11-14 $0.77

🏢 Other funds also holding CHRS

As of 2026 Q1 — sorted by position size

CM Management, LLC 3Y 2.97% Propel Bio Management, LLC 1.52% Samsara BioCapital, LLC 3Y 7Y 0.56% TANG CAPITAL MANAGEMENT LLC 3Y 7Y 0.16% Kohlberg Kravis Roberts & Co. L.P. 3Y 7Y 0.09% Dauntless Investment Group, LLC 0.09% C WorldWide Group Holding A/S 3Y 7Y 0.07% Tyche Wealth Partners LLC 0.06% Informed Momentum Co LLC 3Y 7Y 0.06% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.03%

FAQ About Providence Wealth Advisors, LLC and CHRS

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

How long has Providence Wealth Advisors, LLC reported owning CHRS?

Providence Wealth Advisors, LLC reported CHRS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CHRS position in Providence Wealth Advisors, LLC's portfolio?

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

What is the latest reported CHRS position on this page?

The most recent filing on this page is 2026 Q1, when Providence Wealth Advisors, LLC reported 15,000 shares, equal to 0.02% of portfolio, with an estimated market value of $26K.

What does the chart on this CHRS ownership page compare?

The chart compares Providence Wealth Advisors, LLC's quarterly CHRS 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 Providence Wealth Advisors, LLC time their CHRS position?

Based on 13F filing dates vs. subsequent CHRS price moves, Providence Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CHRS relative to SPY over the holding period was +53.2%.

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