Carson Wealth (CWM LLC)
CHPT icon

Carson Wealth (CWM LLC)’s ChargePoint CHPT Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.41K Buy
701
+558
+390% +$3.4K ﹤0.01% 5152
2025
Q4 		$1K Sell
143
-123
-46% -$1.16K ﹤0.01% 5182
2025
Q3 		$2K Sell
266
-4,900
-95% -$56.1K ﹤0.01% 4981
2025
Q2 		$73K Sell
5,166
-5,743
-53% -$77K ﹤0.01% 2971
2025
Q1 		$132K Buy
10,909
+10,238
+1,526% +$171K ﹤0.01% 2193
2024
Q4 		$14K Sell
671
-75
-10% -$1.86K ﹤0.01% 3663
2024
Q3 		$20K Buy
746
+36
+5% +$1.25K ﹤0.01% 3346
2024
Q2 		$21K Sell
710
-31
-4% -$1.01K ﹤0.01% 3070
2024
Q1 		$28K Buy
741
+72
+11% +$2.83K ﹤0.01% 2666
2023
Q4 		$31K Buy
669
+33
+5% +$1.85K ﹤0.01% 2485
2023
Q3 		$63K Sell
636
-1,743
-73% -$253K ﹤0.01% 1926
2023
Q2 		$418K Buy
2,379
+804
+51% +$141K ﹤0.01% 994
2023
Q1 		$330K Sell
1,575
-1,049
-40% -$228K ﹤0.01% 1023
2022
Q4 		$500K Buy
2,624
+2,089
+390% +$508K ﹤0.01% 816
2022
Q3 		$158K Buy
535
+22
+4% +$6.68K ﹤0.01% 1143
2022
Q2 		$140K Buy
513
+112
+28% +$31K ﹤0.01% 1179
2022
Q1 		$160K Buy
401
+6
+2% +$1.85K ﹤0.01% 1132
2021
Q4 		$150K Buy
+395
New +$175K ﹤0.01% 1142
2021
Q2 		$70K Hold
100
– – ﹤0.01% 1264
2021
Q1 		$70K Hold
100
– – ﹤0.01% 1264
2020
Q4 		$70K Hold
100
– – ﹤0.01% 1264
2020
Q3 		$70K Hold
100
– – ﹤0.01% 1264
2020
Q2 		$70K Hold
100
– – ﹤0.01% 1264
2020
Q1 		$70K Hold
100
– – ﹤0.01% 1264
2019
Q4 		$70K Hold
100
– – ﹤0.01% 1264
2019
Q3 		$70K Buy
+100
New +$19.5K ﹤0.01% 1264

Other funds holding CHPT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHPT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ChargePoint (CHPT) stake by 390% in Q1 2026, buying an estimated $3.4K and bringing the position to 701 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #5152.

Carson Wealth (CWM LLC) first reported a position in CHPT in Q3 2019 and has held it in 26 quarters since. The position peaked at $500K in Q4 2022. 147 funds tracked by Wall St. Rank hold CHPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 701 shares of ChargePoint worth $3.41K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 558 ChargePoint shares in Q1 2026, an estimated $3.4K.
  • ChargePoint made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5152 holding.
  • Carson Wealth (CWM LLC) first reported a position in ChargePoint in Q3 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s ChargePoint position peaked at $500K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held ChargePoint as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.