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Avion Wealth’s ChargePoint CHPT Stock Holding History

Avion Wealth’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
-5
Closed – – 1248
2025
Q2 		$0 Hold
5
– – ﹤0.01% 1228
2025
Q1 		$0 Buy
+5
New +$83 ﹤0.01% 1057
2024
Q4 		– Sell
-5
Closed – – 1039
2024
Q3 		$0 Hold
5
– – ﹤0.01% 1043
2024
Q2 		$0 Sell
5
-15
-75% -$488 ﹤0.01% 956
2024
Q1 		$1K Buy
20
+15
+300% +$588 ﹤0.01% 878
2023
Q4 		$0 Hold
5
– – ﹤0.01% 1107
2023
Q3 		$0 Hold
5
– – ﹤0.01% 843
2023
Q2 		$0 Hold
5
– – ﹤0.01% 751
2023
Q1 		$0 Hold
5
– – ﹤0.01% 564
2022
Q4 		$1K Hold
5
– – ﹤0.01% 401
2022
Q3 		$1K Hold
5
– – ﹤0.01% 425
2022
Q2 		$1K Hold
5
– – ﹤0.01% 424
2022
Q1 		$2K Hold
5
– – ﹤0.01% 332
2021
Q4 		$2K Buy
+5
New +$2.22K ﹤0.01% 325

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

Avion Wealth's CHPT Position: Q3 2025 in Review

Avion Wealth sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 5 shares.

Avion Wealth first reported a position in CHPT in Q4 2021 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Avion Wealth reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 5 ChargePoint shares in Q3 2025.
  • Avion Wealth first reported a position in ChargePoint in Q4 2021 and held it in 14 quarters.
  • Avion Wealth's ChargePoint position peaked at $2K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.