Creative Financial Designs’s ChargePoint CHPT Stock Holding History

Creative Financial Designs’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	$6	Hold	1	–	–	﹤0.01%	2256
2026 Q1	$5	Hold	1	–	–	﹤0.01%	2155
2025 Q4	$7	Hold	1	–	–	﹤0.01%	2057
2025 Q3	$11	Sell	1 -26	-96%	-$298	﹤0.01%	2043
2025 Q2	$376	Hold	27	–	–	﹤0.01%	1908
2025 Q1	$323	Hold	27	–	–	﹤0.01%	1949
2024 Q4	$571	Hold	27	–	–	﹤0.01%	1731
2024 Q3	$732	Hold	27	–	–	﹤0.01%	1603
2024 Q2	$806	Hold	27	–	–	﹤0.01%	1555
2024 Q1	$1.01K	Hold	27	–	–	﹤0.01%	1547
2023 Q4	$1.25K	Hold	27	–	–	﹤0.01%	1484
2023 Q3	$2.65K	Hold	27	–	–	﹤0.01%	1289
2023 Q2	$4.69K	Hold	27	–	–	﹤0.01%	1193
2023 Q1	$5.59K	Sell	27 -50	-65%	-$10.9K	﹤0.01%	1084
2022 Q4	$14.6K	Hold	77	–	–	﹤0.01%	828
2022 Q3	$23K	Buy	77 +50	+185%	+$15.2K	﹤0.01%	700
2022 Q2	$7K	Hold	27	–	–	﹤0.01%	928
2022 Q1	$11K	Hold	27	–	–	﹤0.01%	882
2021 Q4	$10K	Sell	27 -214	-89%	-$94.8K	﹤0.01%	899
2021 Q3	$96K	Buy	241 +95	+65%	+$44.2K	0.02%	444
2021 Q2	$102K	Buy	+146	New	+$77.3K	0.02%	441

Other funds holding CHPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Financial Designs's CHPT Position: Q2 2026 in Review

Creative Financial Designs held its ChargePoint (CHPT) position steady in Q2 2026 at 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Creative Financial Designs first reported a position in CHPT in Q2 2021 and has held it in 21 quarters since. The position peaked at $102K in Q2 2021. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Creative Financial Designs held 1 share of ChargePoint worth $6 as of Q2 2026.
Creative Financial Designs left its ChargePoint share count unchanged in Q2 2026.
ChargePoint made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2256 holding.
Creative Financial Designs first reported a position in ChargePoint in Q2 2021 and has held it in 21 quarters since.
Creative Financial Designs's ChargePoint position peaked at $102K in Q2 2021.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.