CA
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Clearstead Advisors’s ChargePoint CHPT Stock Holding History

Clearstead Advisors’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
Q1 		$122 Hold
25
– – ﹤0.01% 2196
2025
Q4 		$166 Hold
25
– – ﹤0.01% 2447
2025
Q3 		$273 Hold
25
– – ﹤0.01% 2822
2025
Q2 		$352 Hold
25
– – ﹤0.01% 2524
2025
Q1 		$303 Hold
25
– – ﹤0.01% 2109
2024
Q4 		$535 Hold
25
– – ﹤0.01% 1977
2024
Q3 		$685 Sell
25
-103
-80% -$3.58K ﹤0.01% 1940
2024
Q2 		$3.87K Sell
128
-133
-51% -$4.33K ﹤0.01% 1726
2024
Q1 		$8.96K Hold
261
– – ﹤0.01% 1071
2023
Q4 		$12.2K Sell
261
-310
-54% -$17.3K ﹤0.01% 1026
2023
Q3 		$56.8K Buy
571
+285
+100% +$41.3K ﹤0.01% 864
2023
Q2 		$50.2K Sell
286
-1
-0.3% -$175 ﹤0.01% 729
2023
Q1 		$60K Buy
287
+133
+86% +$29K ﹤0.01% 622
2022
Q4 		$29.4K Sell
154
-82
-35% -$19.9K ﹤0.01% 728
2022
Q3 		$70K Buy
236
+16
+7% +$4.86K 0.01% 542
2022
Q2 		$60K Buy
220
+90
+69% +$24.9K ﹤0.01% 583
2022
Q1 		$52K Buy
130
+82
+171% +$25.3K ﹤0.01% 672
2021
Q4 		$18K Hold
48
– – ﹤0.01% 844
2021
Q3 		$19K Buy
48
+38
+380% +$17.7K ﹤0.01% 827
2021
Q2 		$7K Hold
10
– – ﹤0.01% 834
2021
Q1 		$5K Buy
+10
New +$6.75K ﹤0.01% 863

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Geode Capital Management
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Coatue Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return