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Arkadios Wealth Advisors’s ChargePoint CHPT Stock Holding History

Arkadios Wealth Advisors’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
2025
Q3 		– Sell
-526
Closed -$7.4K – 1483
2025
Q2 		$7.4K Sell
526
-130
-20% -$1.74K ﹤0.01% 1317
2025
Q1 		$7.94K Sell
656
-2
-0.3% -$33 ﹤0.01% 1133
2024
Q4 		$14.1K Sell
658
-87
-12% -$2.15K ﹤0.01% 922
2024
Q3 		$20.4K Sell
745
-1
-0.1% -$35 ﹤0.01% 903
2024
Q2 		$22.5K Sell
746
-2
-0.3% -$65 ﹤0.01% 824
2024
Q1 		$28.4K Sell
748
-27
-3% -$1.06K ﹤0.01% 692
2023
Q4 		$36.3K Sell
775
-925
-54% -$51.7K ﹤0.01% 693
2023
Q3 		$169K Buy
1,700
+2
+0.1% +$290 0.02% 627
2023
Q2 		$298K Sell
1,698
-77
-4% -$13.5K 0.03% 446
2023
Q1 		$372K Sell
1,775
-15
-0.8% -$3.27K 0.04% 376
2022
Q4 		$341K Sell
1,790
-302
-14% -$73.4K 0.05% 369
2022
Q3 		$618K Sell
2,092
-133
-6% -$40.4K 0.09% 235
2022
Q2 		$609K Buy
2,225
+4
+0.2% +$1.11K 0.09% 249
2022
Q1 		$883K Sell
2,221
-147
-6% -$45.3K 0.12% 205
2021
Q4 		$902K Buy
2,368
+2,100
+784% +$931K 0.12% 203
2021
Q3 		$107K Buy
268
+166
+163% +$77.3K 0.02% 672
2021
Q2 		$70K Buy
+102
New +$54K 0.01% 822

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arkadios Wealth Advisors's CHPT Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 526 shares — an estimated $7.4K sold.

Arkadios Wealth Advisors first reported a position in CHPT in Q2 2021 and held it in 17 quarters. The position peaked at $902K in Q4 2021. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 526 ChargePoint shares in Q3 2025, an estimated $7.4K.
  • Arkadios Wealth Advisors first reported a position in ChargePoint in Q2 2021 and held it in 17 quarters.
  • Arkadios Wealth Advisors's ChargePoint position peaked at $902K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.