BCWM
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Bartlett & Co Wealth Management’s ChargePoint CHPT Stock Holding History

Bartlett & Co Wealth Management’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 		$31 Hold
5
– – ﹤0.01% 1275
2025
Q4 		$33 Hold
5
– – ﹤0.01% 1220
2025
Q3 		$55 Hold
5
– – ﹤0.01% 1187
2025
Q2 		$70 Sell
5
-100
-95% -$1.34K ﹤0.01% 1233
2025
Q1 		$1.27K Buy
105
+98
+1,400% +$1.63K ﹤0.01% 1101
2024
Q4 		$139 Hold
7
– – ﹤0.01% 1105
2024
Q3 		$178 Hold
7
– – ﹤0.01% 1103
2024
Q2 		$196 Hold
7
– – ﹤0.01% 1112
2024
Q1 		$247 Hold
7
– – ﹤0.01% 1101
2023
Q4 		$315 Buy
7
+2
+40% +$112 ﹤0.01% 1205
2023
Q3 		$497 Hold
5
– – ﹤0.01% 1132
2023
Q2 		$879 Buy
+5
New +$876 ﹤0.01% 1106

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Susquehanna International Group
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Coatue Management
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Renaissance Technologies
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return