FFA
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Farther Finance Advisors’s ChargePoint CHPT Stock Holding History

Farther Finance 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
Q3 		$11K Buy
1,090
+1,040
+2,080% +$7.11K ﹤0.01% 4558
2026
Q2 		$296 Sell
50
-24
-32% -$157 ﹤0.01% 5643
2026
Q1 		$354 Sell
74
-40
-35% -$244 ﹤0.01% 5346
2025
Q4 		$756 Sell
114
-258
-69% -$2.44K ﹤0.01% 4971
2025
Q3 		$4.06K Sell
372
-1
-0.3% -$11 ﹤0.01% 3852
2025
Q2 		$5.25K Buy
373
+281
+305% +$3.77K ﹤0.01% 3342
2025
Q1 		$1.12K Buy
92
+49
+114% +$817 ﹤0.01% 3575
2024
Q4 		$911 Sell
43
-204
-83% -$5.05K ﹤0.01% 3278
2024
Q3 		$6.77K Hold
247
– – ﹤0.01% 2527
2024
Q2 		$7.3K Buy
247
+34
+16% +$1.11K ﹤0.01% 2207
2024
Q1 		$7.76K Sell
213
-177
-45% -$6.94K ﹤0.01% 1862
2023
Q4 		$18.3K Buy
390
+297
+319% +$16.6K ﹤0.01% 1357
2023
Q3 		$9.2K Sell
93
-18
-16% -$2.61K ﹤0.01% 1314
2023
Q2 		$19.5K Buy
111
+54
+95% +$9.47K ﹤0.01% 1010
2023
Q1 		$12K Buy
57
+17
+43% +$3.7K ﹤0.01% 1050
2022
Q4 		$7.59K Buy
+40
New +$9.72K ﹤0.01% 1040

Other funds holding CHPT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's CHPT Position: Q3 2026 in Review

Farther Finance Advisors increased its ChargePoint (CHPT) stake by 2,080% in Q3 2026, buying an estimated $7.11K and bringing the position to 1,090 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4558.

Farther Finance Advisors first reported a position in CHPT in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.5K in Q2 2023. 8 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

  • Farther Finance Advisors held 1,090 shares of ChargePoint worth $11K as of Q3 2026.
  • Farther Finance Advisors bought 1,040 ChargePoint shares in Q3 2026, an estimated $7.11K.
  • ChargePoint made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4558 holding.
  • Farther Finance Advisors first reported a position in ChargePoint in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's ChargePoint position peaked at $19.5K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.