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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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. 162 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.
  • 162 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.