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Core Wealth Management’s ChargePoint CHPT Stock Holding History

Core 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
2025
Q3 		– Sell
-1,097
Closed -$15.4K – 35
2025
Q2 		$15.4K Hold
1,097
– – 0.01% 31
2025
Q1 		$13.3K Hold
1,097
– – 0.01% 31
2024
Q4 		$23.5K Hold
1,097
– – 0.01% 29
2024
Q3 		$33.1K Hold
1,097
– – 0.01% 28
2024
Q2 		$33.1K Hold
1,097
– – 0.01% 28
2024
Q1 		$41.7K Buy
1,097
+96
+10% +$3.77K 0.02% 23
2023
Q4 		$46.8K Buy
1,001
+319
+47% +$17.8K 0.02% 21
2023
Q3 		$67.8K Hold
682
– – 0.04% 19
2023
Q2 		$120K Hold
682
– – 0.06% 22
2023
Q1 		$143K Buy
+682
New +$149K 0.08% 19

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Core Wealth Management's CHPT Position: Q3 2025 in Review

Core Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,097 shares — an estimated $15.4K sold.

Core Wealth Management first reported a position in CHPT in Q1 2023 and held it in 10 quarters. The position peaked at $143K in Q1 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Core Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Core Wealth Management sold 1,097 ChargePoint shares in Q3 2025, an estimated $15.4K.
  • Core Wealth Management first reported a position in ChargePoint in Q1 2023 and held it in 10 quarters.
  • Core Wealth Management's ChargePoint position peaked at $143K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Core Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.