Creative Planning
CHPT icon

Creative Planning’s ChargePoint CHPT Stock Holding History

Creative Planning’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
Q1 		$79.3K Buy
16,326
+630
+4% +$3.84K ﹤0.01% 3940
2025
Q4 		$104K Buy
+15,696
New +$148K ﹤0.01% 3707
2025
Q3 		– Sell
-15,485
Closed -$218K – 3931
2025
Q2 		$218K Buy
15,485
+13,776
+806% +$185K ﹤0.01% 3160
2025
Q1 		$20.7K Sell
1,709
-2,229
-57% -$37.1K ﹤0.01% 3401
2024
Q4 		$84.3K Sell
3,938
-6,312
-62% -$156K ﹤0.01% 3178
2024
Q3 		$281K Buy
10,250
+832
+9% +$28.9K ﹤0.01% 2571
2024
Q2 		$284K Buy
9,418
+5,685
+152% +$185K ﹤0.01% 2394
2024
Q1 		$142K Buy
3,733
+821
+28% +$32.2K ﹤0.01% 2637
2023
Q4 		$136K Sell
2,912
-144
-5% -$8.05K ﹤0.01% 2525
2023
Q3 		$304K Sell
3,056
-288
-9% -$41.8K ﹤0.01% 1932
2023
Q2 		$588K Buy
3,344
+417
+14% +$73.1K ﹤0.01% 1449
2023
Q1 		$613K Sell
2,927
-625
-18% -$136K ﹤0.01% 1345
2022
Q4 		$677K Buy
3,552
+834
+31% +$203K ﹤0.01% 1253
2022
Q3 		$802K Buy
2,718
+566
+26% +$172K ﹤0.01% 1060
2022
Q2 		$589K Buy
2,152
+434
+25% +$120K ﹤0.01% 1231
2022
Q1 		$683K Buy
+1,718
New +$530K ﹤0.01% 1169
2021
Q4 		– Sell
-581
Closed -$232K – 2107
2021
Q3 		$232K Buy
581
+8
+1% +$3.72K ﹤0.01% 1766
2021
Q2 		$398K Sell
573
-256
-31% -$136K ﹤0.01% 1401
2021
Q1 		$443K Buy
+829
New +$560K ﹤0.01% 1521

Other funds holding CHPT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's CHPT Position: Q1 2026 in Review

Creative Planning increased its ChargePoint (CHPT) stake by 4% in Q1 2026, buying an estimated $3.84K and bringing the position to 16,326 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3940.

Creative Planning first reported a position in CHPT in Q1 2021 and has held it in 19 quarters since. The position peaked at $802K in Q3 2022. 147 funds tracked by Wall St. Rank hold CHPT as of Q1 2026.

  • Creative Planning held 16,326 shares of ChargePoint worth $79.3K as of Q1 2026.
  • Creative Planning bought 630 ChargePoint shares in Q1 2026, an estimated $3.84K.
  • ChargePoint made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3940 holding.
  • Creative Planning first reported a position in ChargePoint in Q1 2021 and has held it in 19 quarters since.
  • Creative Planning's ChargePoint position peaked at $802K in Q3 2022.
  • 147 funds tracked by Wall St. Rank held ChargePoint as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.