Essential Partners’s ChargePoint CHPT Stock Holding History

Essential Partners’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 Q3	$6.26K	Buy	+621	New	+$4.24K	﹤0.01%	1406
2025 Q3	–	Sell	-20	Closed	-$281	–	2690
2025 Q2	$281	Buy	+20	New	+$268	﹤0.01%	1863

Other funds holding CHPT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Essential Partners's CHPT Position: Q3 2026 in Review

Essential Partners opened a new position in ChargePoint (CHPT) in Q3 2026: 621 shares worth $6.26K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: Essential Partners previously reported a position in CHPT as recently as Q2 2025.

Essential Partners first reported a position in CHPT in Q2 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

Essential Partners held 621 shares of ChargePoint worth $6.26K as of Q3 2026.
ChargePoint was a new Essential Partners position in Q3 2026.
ChargePoint made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1406 holding.
Essential Partners first reported a position in ChargePoint in Q2 2025 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.