CHGX β€” EA SERIES TRUST

Ownership history in STANCE CAPITAL LLC  Β·  2 quarters on record

AI Ownership Summary

STANCE CAPITAL LLC reported EA SERIES TRUST (CHGX) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 2.6% in 2025 Q4. The latest visible filing shows CHGX at 2.60% 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 CHGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STANCE CAPITAL 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
2025 Q4

CHGX was reported at 2.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2025 Q4

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 2025 Q4

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 STANCE CAPITAL LLC held CHGX β€” position size vs. price
% of Fund (quarterly)    CHGX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 259,956 +209,992 +420.3% 2.60% $7.1M 2026-02-14 (Est.) $28.21
2025 Q3 INITIATED 49,964 β€” β€” 0.50% $1.4M 2025-11-19 $26.34

FAQ About STANCE CAPITAL LLC and CHGX

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

How long has STANCE CAPITAL LLC reported owning CHGX?

STANCE CAPITAL LLC reported CHGX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CHGX position in STANCE CAPITAL LLC's portfolio?

The largest reported portfolio weight for CHGX was 2.60% in 2025 Q4.

What is the latest reported CHGX position on this page?

The most recent filing on this page is 2025 Q4, when STANCE CAPITAL LLC reported 259,956 shares, equal to 2.60% of portfolio, with an estimated market value of $7.1M.

What does the chart on this CHGX ownership page compare?

The chart compares STANCE CAPITAL LLC's quarterly CHGX 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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