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Allworth Financial’s ChargePoint CHPT Stock Holding History

Allworth 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
Q2 		$396 Hold
67
– – ﹤0.01% 4878
2026
Q1 		$326 Hold
67
– – ﹤0.01% 4826
2025
Q4 		$445 Sell
67
-15
-18% -$142 ﹤0.01% 4549
2025
Q3 		$896 Hold
82
– – ﹤0.01% 4285
2025
Q2 		$1.16K Buy
82
+14
+21% +$188 ﹤0.01% 3918
2025
Q1 		$894 Buy
68
+1
+1% +$17 ﹤0.01% 3500
2024
Q4 		$1.32K Buy
67
+45
+205% +$1.11K ﹤0.01% 3305
2024
Q3 		$596 Hold
22
– – ﹤0.01% 3373
2024
Q2 		$857 Sell
22
-4
-15% -$130 ﹤0.01% 3218
2024
Q1 		$969 Buy
26
+9
+53% +$353 ﹤0.01% 3091
2023
Q4 		$808 Sell
17
-20
-54% -$1.12K ﹤0.01% 3021
2023
Q3 		$3.69K Sell
37
-75
-67% -$10.9K ﹤0.01% 2263
2023
Q2 		$19.7K Buy
112
+23
+26% +$4.03K ﹤0.01% 1550
2023
Q1 		$18.5K Sell
89
-40
-31% -$8.71K ﹤0.01% 1495
2022
Q4 		$24.6K Sell
129
-4
-3% -$972 ﹤0.01% 1266
2022
Q3 		$39K Buy
133
+57
+75% +$17.3K ﹤0.01% 1043
2022
Q2 		$21K Hold
76
– – ﹤0.01% 1217
2022
Q1 		$30K Buy
76
+7
+10% +$2.16K ﹤0.01% 1071
2021
Q4 		$26K Hold
69
– – ﹤0.01% 1017
2021
Q3 		$27K Buy
+69
New +$32.1K ﹤0.01% 927

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allworth Financial's CHPT Position: Q2 2026 in Review

Allworth Financial held its ChargePoint (CHPT) position steady in Q2 2026 at 67 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #4878.

Allworth Financial first reported a position in CHPT in Q3 2021 and has held it in 20 quarters since. The position peaked at $39K in Q3 2022. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Allworth Financial held 67 shares of ChargePoint worth $396 as of Q2 2026.
  • Allworth Financial left its ChargePoint share count unchanged in Q2 2026.
  • ChargePoint made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4878 holding.
  • Allworth Financial first reported a position in ChargePoint in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's ChargePoint position peaked at $39K in Q3 2022.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.