Blue Trust Inc’s ChargePoint CHPT Stock Holding History

Blue Trust 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
2026 Q3	$50	Sell	5 -1	-17%	-$7	﹤0.01%	2468
2026 Q2	$35	Hold	6	–	–	﹤0.01%	2428
2026 Q1	$29	Buy	6 +1	+20%	+$6	﹤0.01%	2482
2025 Q4	$33	Sell	5 -5	-50%	-$47	﹤0.01%	2517
2025 Q3	$110	Buy	10 +5	+100%	+$57	﹤0.01%	2536
2025 Q2	$70	Sell	5 -11	-69%	-$147	﹤0.01%	2415
2025 Q1	$197	Hold	16	–	–	﹤0.01%	2421
2024 Q4	$348	Hold	16	–	–	﹤0.01%	2352
2024 Q3	$491	Sell	16 -111	-87%	-$3.86K	﹤0.01%	2793
2024 Q2	$4.81K	Hold	127	–	–	﹤0.01%	2213
2024 Q1	$4.81K	Buy	127 +107	+535%	+$4.2K	﹤0.01%	1650
2023 Q4	$2K	Buy	20 +4	+25%	+$224	﹤0.01%	2111
2023 Q3	$3K	Buy	16 +9	+129%	+$1.3K	﹤0.01%	1734
2023 Q2	$2K	Buy	7 +2	+40%	+$351	﹤0.01%	1711
2023 Q1	$1K	Sell	5 -2	-29%	-$436	﹤0.01%	2123
2022 Q4	$2K	Buy	7 +2	+40%	+$486	﹤0.01%	1905
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	1896
2022 Q2	$2K	Buy	+5	New	+$1.39K	﹤0.01%	1635

Other funds holding CHPT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Blue Trust Inc's CHPT Position: Q3 2026 in Review

Blue Trust Inc reduced its ChargePoint (CHPT) stake by 17% in Q3 2026, selling an estimated $7 and leaving 5 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Blue Trust Inc first reported a position in CHPT in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.81K in Q2 2024. 10 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

Blue Trust Inc held 5 shares of ChargePoint worth $50 as of Q3 2026.
Blue Trust Inc sold 1 ChargePoint share in Q3 2026, an estimated $7.
ChargePoint made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2468 holding.
Blue Trust Inc first reported a position in ChargePoint in Q2 2022 and has held it in 18 quarters since.
Blue Trust Inc's ChargePoint position peaked at $4.81K in Q2 2024.
10 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.