Advisornet Financial’s ChargePoint CHPT Stock Holding History

Advisornet Financial’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 Q1	$122	Hold	25	–	–	﹤0.01%	2192
2025 Q4	$166	Hold	25	–	–	﹤0.01%	2173
2025 Q3	$273	Sell	25 -1	-4%	-$11	﹤0.01%	2131
2025 Q2	$364	Hold	26	–	–	﹤0.01%	2094
2025 Q1	$313	Hold	26	–	–	﹤0.01%	2034
2024 Q4	$554	Hold	26	–	–	﹤0.01%	1758
2024 Q3	$710	Hold	26	–	–	﹤0.01%	1988
2024 Q2	$782	Hold	26	–	–	﹤0.01%	1866
2024 Q1	$984	Sell	26 -10	-28%	-$392	﹤0.01%	1764
2023 Q4	$1.68K	Buy	36 +11	+44%	+$615	﹤0.01%	1761
2023 Q3	$2.48K	Hold	25	–	–	﹤0.01%	1580
2023 Q2	$4.39K	Sell	25 -1	-4%	-$175	﹤0.01%	1538
2023 Q1	$5.39K	Sell	26 -1	-4%	-$218	﹤0.01%	1465
2022 Q4	$5.1K	Sell	27 -6	-18%	-$1.46K	﹤0.01%	1464
2022 Q3	$10K	Buy	33 +1	+3%	+$303	﹤0.01%	1332
2022 Q2	$9K	Sell	32 -56	-64%	-$15.5K	﹤0.01%	1366
2022 Q1	$35K	Sell	88 -7	-7%	-$2.16K	﹤0.01%	1076
2021 Q4	$36K	Buy	95 +79	+494%	+$35K	﹤0.01%	1118
2021 Q3	$6K	Buy	16 +7	+78%	+$3.26K	﹤0.01%	1570
2021 Q2	$6K	Buy	+9	New	+$4.76K	﹤0.01%	1527

Other funds holding CHPT

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return