Cetera Investment Advisers
CHPT icon

Cetera Investment Advisers’s ChargePoint CHPT Stock Holding History

Cetera Investment Advisers’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
-4,415
Closed -$62.1K – 4586
2025
Q2 		$62.1K Buy
4,415
+22
+0.5% +$295 ﹤0.01% 3953
2025
Q1 		$53.2K Sell
4,393
-97
-2% -$1.62K ﹤0.01% 3852
2024
Q4 		$96.1K Sell
4,490
-2,335
-34% -$57.8K ﹤0.01% 3587
2024
Q3 		$187K Sell
6,825
-11,995
-64% -$417K ﹤0.01% 3405
2024
Q2 		$568K Sell
18,820
-4,521
-19% -$147K ﹤0.01% 2490
2024
Q1 		$887K Buy
23,341
+6,059
+35% +$238K ﹤0.01% 2172
2023
Q4 		$809K Buy
17,282
+1,252
+8% +$70K 0.01% 1230
2023
Q3 		$1.59M Buy
16,030
+235
+1% +$34.1K 0.01% 846
2023
Q2 		$2.78M Sell
15,795
-329
-2% -$57.7K 0.02% 631
2023
Q1 		$3.38M Buy
16,124
+508
+3% +$111K 0.03% 521
2022
Q4 		$2.98M Buy
15,616
+3,914
+33% +$951K 0.03% 555
2022
Q3 		$3.45M Sell
11,702
-1,048
-8% -$318K 0.07% 302
2022
Q2 		$3.49M Buy
12,750
+180
+1% +$49.9K 0.06% 335
2022
Q1 		$5M Buy
12,570
+41
+0.3% +$12.6K 0.07% 282
2021
Q4 		$4.77M Buy
12,529
+2,389
+24% +$1.06M 0.07% 289
2021
Q3 		$4.05M Buy
+10,140
New +$4.72M 0.06% 306

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 40.91% 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

Cetera Investment Advisers's CHPT Position: Q3 2025 in Review

Cetera Investment Advisers sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 4,415 shares — an estimated $62.1K sold.

Cetera Investment Advisers first reported a position in CHPT in Q3 2021 and held it in 16 quarters. The position peaked at $5M in Q1 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Cetera Investment Advisers reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 4,415 ChargePoint shares in Q3 2025, an estimated $62.1K.
  • Cetera Investment Advisers first reported a position in ChargePoint in Q3 2021 and held it in 16 quarters.
  • Cetera Investment Advisers's ChargePoint position peaked at $5M in Q1 2022.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.