Rothwell Investment Advisors, LLC’s ChargePoint CHPT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60	Buy	+6	New	+$41	﹤0.01%	1117

Other funds holding CHPT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CHPT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in ChargePoint (CHPT) in Q3 2026: 6 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings.

65 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

Rothwell Investment Advisors, LLC held 6 shares of ChargePoint worth $60 as of Q3 2026.
ChargePoint was a new Rothwell Investment Advisors, LLC position in Q3 2026.
ChargePoint made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1117 holding.
65 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.