Corient Private Wealth
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Corient Private Wealth’s ChargePoint CHPT Stock Holding History

Corient Private Wealth’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
-3,367
Closed -$47.4K – 2576
2025
Q2 		$47.4K Buy
3,367
+1,223
+57% +$16.4K ﹤0.01% 2386
2025
Q1 		$25.9K Sell
2,144
-1,144
-35% -$19.1K ﹤0.01% 2250
2024
Q4 		$42.3K Buy
3,288
+1,618
+97% +$40K ﹤0.01% 2289
2024
Q3 		$45.8K Sell
1,670
-877
-34% -$30.5K ﹤0.01% 2405
2024
Q2 		$76.9K Buy
2,547
+126
+5% +$4.1K ﹤0.01% 2233
2024
Q1 		$92K Sell
2,421
-3,676
-60% -$144K ﹤0.01% 2191
2023
Q4 		$285K Buy
6,097
+4,867
+396% +$272K ﹤0.01% 1884
2023
Q3 		$122K Buy
1,230
+460
+60% +$66.7K ﹤0.01% 1999
2023
Q2 		$135K Sell
770
-48
-6% -$8.41K ﹤0.01% 1942
2023
Q1 		$171K Sell
818
-19
-2% -$4.14K ﹤0.01% 1817
2022
Q4 		$160K Buy
+837
New +$203K ﹤0.01% 1522

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

Corient Private Wealth's CHPT Position: Q3 2025 in Review

Corient Private Wealth sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 3,367 shares — an estimated $47.4K sold.

Corient Private Wealth first reported a position in CHPT in Q4 2022 and held it in 11 quarters. The position peaked at $285K in Q4 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Corient Private Wealth reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 3,367 ChargePoint shares in Q3 2025, an estimated $47.4K.
  • Corient Private Wealth first reported a position in ChargePoint in Q4 2022 and held it in 11 quarters.
  • Corient Private Wealth's ChargePoint position peaked at $285K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.