AssetMark Inc
CHPT icon

AssetMark Inc’s ChargePoint CHPT Stock Holding History

AssetMark Inc’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
Q4 		– Sell
-13
Closed -$142 – 3391
2025
Q3 		$142 Buy
+13
New +$149 ﹤0.01% 3099
2025
Q2 		– Sell
-1
Closed -$11 – 3027
2025
Q1 		$11 Buy
+1
New +$17 ﹤0.01% 2610
2023
Q2 		– Hold
0
– -$10 – 1581
2023
Q1 		– Hold
0
– – – 1575
2022
Q2 		– Sell
-7
Closed -$3K – 1492
2022
Q1 		$3K Sell
7
-325
-98% -$100K ﹤0.01% 1348
2021
Q4 		$126K Buy
+332
New +$147K ﹤0.01% 766

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc's CHPT Position: Q4 2025 in Review

AssetMark Inc sold out of ChargePoint (CHPT) in Q4 2025, closing a stake of 13 shares — an estimated $142 sold.

AssetMark Inc first reported a position in CHPT in Q4 2021 and held it in 4 quarters. The position peaked at $126K in Q4 2021. 144 funds tracked by Wall St. Rank hold CHPT as of Q4 2025.

  • AssetMark Inc reported no remaining ChargePoint position as of Q4 2025 after selling out during the quarter.
  • AssetMark Inc sold 13 ChargePoint shares in Q4 2025, an estimated $142.
  • AssetMark Inc first reported a position in ChargePoint in Q4 2021 and held it in 4 quarters.
  • AssetMark Inc's ChargePoint position peaked at $126K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.