EverSource Wealth Advisors’s ChargePoint CHPT Stock Holding History

EverSource Wealth Advisors’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	$59	Hold	10	–	–	﹤0.01%	4342
2026 Q1	$49	Hold	10	–	–	﹤0.01%	4323
2025 Q4	$66	Hold	10	–	–	﹤0.01%	4150
2025 Q3	$109	Sell	10 -119	-92%	-$1.36K	﹤0.01%	4185
2025 Q2	$1.82K	Sell	129 -102	-44%	-$1.37K	﹤0.01%	3540
2025 Q1	$2.8K	Buy	231 +217	+1,550%	+$3.62K	﹤0.01%	2769
2024 Q4	$303	Buy	+14	New	+$347	﹤0.01%	3345
2023 Q4	–	Sell	-18	Closed	-$1.74K	–	2655
2023 Q3	$1.74K	Hold	18	–	–	﹤0.01%	2050
2023 Q2	$3.08K	Hold	18	–	–	﹤0.01%	1913
2023 Q1	$3.67K	Hold	18	–	–	﹤0.01%	1746
2022 Q4	$3.34K	Buy	+18	New	+$4.37K	﹤0.01%	1742
2022 Q1	–	Sell	-10	Closed	-$4K	–	1725
2021 Q4	$4K	Buy	+10	New	+$4.43K	﹤0.01%	1314

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

EverSource Wealth Advisors's CHPT Position: Q2 2026 in Review

EverSource Wealth Advisors held its ChargePoint (CHPT) position steady in Q2 2026 at 10 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #4342.

EverSource Wealth Advisors first reported a position in CHPT in Q4 2021 and has held it in 12 quarters since. The position peaked at $4K in Q4 2021. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

EverSource Wealth Advisors held 10 shares of ChargePoint worth $59 as of Q2 2026.
EverSource Wealth Advisors left its ChargePoint share count unchanged in Q2 2026.
ChargePoint made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4342 holding.
EverSource Wealth Advisors first reported a position in ChargePoint in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's ChargePoint position peaked at $4K in Q4 2021.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.