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Cooper Financial Group’s ChargePoint CHPT Stock Holding History

Cooper Financial Group’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
-548
Closed -$7.7K – 391
2025
Q2 		$7.7K Hold
548
– – ﹤0.01% 374
2025
Q1 		$6.63K Hold
548
– – ﹤0.01% 379
2024
Q4 		$11.7K Sell
548
-70
-11% -$1.73K ﹤0.01% 386
2024
Q3 		$16.9K Sell
618
-16
-3% -$556 ﹤0.01% 382
2024
Q2 		$19.2K Buy
+634
New +$20.6K ﹤0.01% 372

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

Cooper Financial Group's CHPT Position: Q3 2025 in Review

Cooper Financial Group sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 548 shares — an estimated $7.7K sold.

Cooper Financial Group first reported a position in CHPT in Q2 2024 and held it in 5 quarters. The position peaked at $19.2K in Q2 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Cooper Financial Group reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 548 ChargePoint shares in Q3 2025, an estimated $7.7K.
  • Cooper Financial Group first reported a position in ChargePoint in Q2 2024 and held it in 5 quarters.
  • Cooper Financial Group's ChargePoint position peaked at $19.2K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.