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CreativeOne Wealth’s ChargePoint CHPT Stock Holding History

CreativeOne 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
Q2 		– Sell
-648
Closed -$7.84K – 1125
2025
Q1 		$7.84K Buy
648
+30
+5% +$500 ﹤0.01% 1054
2024
Q4 		$13.2K Sell
618
-57
-8% -$1.41K ﹤0.01% 1060
2024
Q3 		$18.5K Buy
+675
New +$23.5K ﹤0.01% 941
2024
Q2 		– Sell
-778
Closed -$30K – 787
2024
Q1 		$30K Buy
+778
New +$30.5K ﹤0.01% 867
2023
Q3 		– Sell
-1,134
Closed -$199K – 623
2023
Q2 		$199K Buy
1,134
+156
+16% +$27.3K 0.01% 790
2023
Q1 		$205K Buy
978
+293
+43% +$63.8K 0.01% 749
2022
Q4 		$131K Buy
685
+119
+21% +$28.9K 0.01% 712
2022
Q3 		$167K Sell
566
-1,041
-65% -$316K 0.01% 673
2022
Q2 		$440K Buy
+1,607
New +$445K 0.02% 447
2022
Q1 		– Sell
-606
Closed -$231K – 746
2021
Q4 		$231K Buy
+606
New +$269K 0.01% 672

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CreativeOne Wealth's CHPT Position: Q2 2025 in Review

CreativeOne Wealth sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 648 shares — an estimated $7.84K sold.

CreativeOne Wealth first reported a position in CHPT in Q4 2021 and held it in 10 quarters. The position peaked at $440K in Q2 2022. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • CreativeOne Wealth reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 648 ChargePoint shares in Q2 2025, an estimated $7.84K.
  • CreativeOne Wealth first reported a position in ChargePoint in Q4 2021 and held it in 10 quarters.
  • CreativeOne Wealth's ChargePoint position peaked at $440K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.