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Consultiva Wealth Management’s ChargePoint CHPT Stock Holding History

Consultiva Wealth Management’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 		$89 Hold
15
– – ﹤0.01% 282
2026
Q1 		$73 Hold
15
– – ﹤0.01% 261
2025
Q4 		$99 Hold
15
– – ﹤0.01% 254
2025
Q3 		$164 Hold
15
– – ﹤0.01% 257
2025
Q2 		$211 Hold
15
– – ﹤0.01% 268
2025
Q1 		$181 Buy
+15
New +$250 ﹤0.01% 269

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 $3.37T AUM 44.26% 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

Consultiva Wealth Management's CHPT Position: Q2 2026 in Review

Consultiva Wealth Management held its ChargePoint (CHPT) position steady in Q2 2026 at 15 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Consultiva Wealth Management first reported a position in CHPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $211 in Q2 2025. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Consultiva Wealth Management held 15 shares of ChargePoint worth $89 as of Q2 2026.
  • Consultiva Wealth Management left its ChargePoint share count unchanged in Q2 2026.
  • ChargePoint made up ﹤0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Consultiva Wealth Management first reported a position in ChargePoint in Q1 2025 and has held it in 6 quarters since.
  • Consultiva Wealth Management's ChargePoint position peaked at $211 in Q2 2025.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.