Certuity’s ChargePoint CHPT Stock Holding History

Certuity’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 Q2	–	Sell	-500	Closed	-$6.05K	–	432
2025 Q1	$6.05K	Hold	500	–	–	﹤0.01%	405
2024 Q4	$10.7K	Sell	500 -97	-16%	-$2.4K	﹤0.01%	382
2024 Q3	$16.3K	Hold	597	–	–	﹤0.01%	355
2024 Q2	$18K	Buy	597 +3	+0.5%	+$98	﹤0.01%	354
2024 Q1	$22.6K	Buy	+594	New	+$23.3K	﹤0.01%	325

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Certuity's CHPT Position: Q2 2025 in Review

Certuity sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 500 shares — an estimated $6.05K sold.

Certuity first reported a position in CHPT in Q1 2024 and held it in 5 quarters. The position peaked at $22.6K in Q1 2024. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

Certuity reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
Certuity sold 500 ChargePoint shares in Q2 2025, an estimated $6.05K.
Certuity first reported a position in ChargePoint in Q1 2024 and held it in 5 quarters.
Certuity's ChargePoint position peaked at $22.6K in Q1 2024.
246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Certuity's 13F filing for Q2 2025, filed 14 Aug 2025.