Callan Family Office
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Callan Family Office’s ChargePoint CHPT Stock Holding History

Callan Family Office’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
-1,146
Closed -$16.1K – 865
2025
Q2 		$16.1K Buy
+1,146
New +$15.4K ﹤0.01% 920
2025
Q1 		– Sell
-2,124
Closed -$45.5K – 567
2024
Q4 		$45.5K Buy
+2,124
New +$52.6K ﹤0.01% 621

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 40.89% 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

Callan Family Office's CHPT Position: Q3 2025 in Review

Callan Family Office sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,146 shares — an estimated $16.1K sold.

Callan Family Office first reported a position in CHPT in Q4 2024 and held it in 2 quarters. The position peaked at $45.5K in Q4 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Callan Family Office reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Callan Family Office sold 1,146 ChargePoint shares in Q3 2025, an estimated $16.1K.
  • Callan Family Office first reported a position in ChargePoint in Q4 2024 and held it in 2 quarters.
  • Callan Family Office's ChargePoint position peaked at $45.5K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.