C
Challenger Wealth Management
Private Equity
Challenger Wealth Management is a Private Equity based in Aliso Viejo, CA led by John Peter Gutfreund, reporting $706.4M in AUM as of Q3 2025 with 43% ETF concentration, 63% concentrated in top 10 holdings, and 16% allocation to CGDV.
Managing PartnerJohn Peter Gutfreund
- Portfolio Value
- $127.9M
- Positions
- 64
- Top Holding
- CGDV at 15.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Challenger Wealth Management's portfolio (63.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.1M | 15.69% | -$230.1K Sold | — 477.3K shares | |
ETF ETF | $19.0M | 14.83% | -$85.6K Sold | — 431.8K shares | |
ETF ETF | $10.5M | 8.20% | -$289.3K Sold | — 265.3K shares | |
Consumer Electronics Technology | $5.4M | 4.20% | -$591.2K Sold | 0.00% 21.1K shares | |
Asset Management Financial Services | $4.9M | 3.87% | -$149.5K Sold | 0.03% 242.4K shares | |
Auto - Manufacturers Consumer Cyclical | $4.8M | 3.74% | -$1.5M Sold | 0.00% 10.8K shares | |
Software - Infrastructure Technology | $4.5M | 3.49% | -$390.0K Sold | 0.00% 8.6K shares | |
ETF ETF | $4.1M | 3.18% | +$268.5K Bought | — 117.0K shares | |
Semiconductors Technology | $3.8M | 2.96% | -$735.1K Sold | 0.00% 20.3K shares | |
Specialty Retail Consumer Cyclical | $3.8M | 2.95% | -$303.2K Sold | 0.00% 17.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Challenger Wealth Management's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+12.17% | |
+7.08% | |
+5.46% | |
+3.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Challenger Wealth Management
GthenA