CFFP
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Center for Financial Planning’s ChargePoint CHPT Stock Holding History

Center for Financial Planning’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 		$11.8K Hold
2,000
– – ﹤0.01% 483
2026
Q1 		$9.72K Hold
2,000
– – ﹤0.01% 497
2025
Q4 		$13.3K Buy
+2,000
New +$18.9K ﹤0.01% 456
2025
Q3 		– Sell
-100
Closed -$1.41K – 668
2025
Q2 		$1.41K Buy
+100
New +$1.34K ﹤0.01% 588

Other funds holding CHPT

HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $73M AUM 37.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Center for Financial Planning's CHPT Position: Q2 2026 in Review

Center for Financial Planning held its ChargePoint (CHPT) position steady in Q2 2026 at 2,000 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Center for Financial Planning first reported a position in CHPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.3K in Q4 2025. 29 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Center for Financial Planning held 2,000 shares of ChargePoint worth $11.8K as of Q2 2026.
  • Center for Financial Planning left its ChargePoint share count unchanged in Q2 2026.
  • ChargePoint made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #483 holding.
  • Center for Financial Planning first reported a position in ChargePoint in Q2 2025 and has held it in 4 quarters since.
  • Center for Financial Planning's ChargePoint position peaked at $13.3K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.