Birchcreek Wealth Management’s ChargePoint CHPT Stock Holding History

Birchcreek 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
2025 Q3	–	Sell	-540	Closed	-$7.6K	–	118
2025 Q2	$7.6K	Buy	+540	New	+$7.24K	﹤0.01%	115

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Birchcreek Wealth Management's CHPT Position: Q3 2025 in Review

Birchcreek Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 540 shares — an estimated $7.6K sold.

Birchcreek Wealth Management first reported a position in CHPT in Q2 2025 and held it in 1 quarter. The position peaked at $7.6K in Q2 2025. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

Birchcreek Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
Birchcreek Wealth Management sold 540 ChargePoint shares in Q3 2025, an estimated $7.6K.
Birchcreek Wealth Management first reported a position in ChargePoint in Q2 2025 and held it in 1 quarter.
Birchcreek Wealth Management's ChargePoint position peaked at $7.6K in Q2 2025.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Birchcreek Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.