Cerity Partners
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Cerity Partners’s ChargePoint CHPT Stock Holding History

Cerity Partners’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
-3,322
Closed -$46.7K – 2769
2025
Q2 		$46.7K Sell
3,322
-1,146
-26% -$15.4K ﹤0.01% 2550
2025
Q1 		$54.1K Buy
+4,468
New +$74.5K ﹤0.01% 2395
2024
Q4 		– Sell
-780
Closed -$21.4K – 2457
2024
Q3 		$21.4K Sell
780
-1,259
-62% -$43.8K ﹤0.01% 2510
2024
Q2 		$61.6K Sell
2,039
-911
-31% -$29.7K ﹤0.01% 2156
2024
Q1 		$112K Buy
+2,950
New +$116K ﹤0.01% 2195

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

Cerity Partners's CHPT Position: Q3 2025 in Review

Cerity Partners sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 3,322 shares — an estimated $46.7K sold.

Cerity Partners first reported a position in CHPT in Q1 2024 and held it in 5 quarters. The position peaked at $112K in Q1 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Cerity Partners reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 3,322 ChargePoint shares in Q3 2025, an estimated $46.7K.
  • Cerity Partners first reported a position in ChargePoint in Q1 2024 and held it in 5 quarters.
  • Cerity Partners's ChargePoint position peaked at $112K in Q1 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.