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 Q2	$30	Hold	5	–	–	﹤0.01%	1327
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

Other funds holding CHPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bartlett & Co Wealth Management's CHPT Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its ChargePoint (CHPT) position steady in Q2 2026 at 5 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Bartlett & Co Wealth Management first reported a position in CHPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.27K in Q1 2025. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Bartlett & Co Wealth Management held 5 shares of ChargePoint worth $30 as of Q2 2026.
Bartlett & Co Wealth Management left its ChargePoint share count unchanged in Q2 2026.
ChargePoint made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1327 holding.
Bartlett & Co Wealth Management first reported a position in ChargePoint in Q2 2023 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's ChargePoint position peaked at $1.27K in Q1 2025.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.