Creative Planning
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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
2023
Q2 		– Sell
-500
Closed -$5.8K – 2681
2023
Q1 		$5.8K Buy
500
+450
+900% +$98K ﹤0.01% 2483
2022
Q4 		$1.71K Hold
50
– – ﹤0.01% 2434
2022
Q3 		$7K Hold
50
– – ﹤0.01% 2247
2022
Q2 		$6K Buy
+50
New +$13.9K ﹤0.01% 2223

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's CHPT Position: Q2 2026 in Review

Creative Planning reduced its ChargePoint (CHPT) stake by 4.2% in Q2 2026, selling an estimated $4.52K and leaving 15,636 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4052.

Creative Planning first reported a position in CHPT in Q1 2021 and has held it in 20 quarters since. The position peaked at $802K in Q3 2022. 162 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Creative Planning held 15,636 shares of ChargePoint worth $92.4K as of Q2 2026.
  • Creative Planning sold 690 ChargePoint shares in Q2 2026, an estimated $4.52K.
  • ChargePoint made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4052 holding.
  • Creative Planning first reported a position in ChargePoint in Q1 2021 and has held it in 20 quarters since.
  • Creative Planning's ChargePoint position peaked at $802K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.