Focus Partners Wealth
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Focus Partners Wealth’s ChargePoint CHPT Stock Holding History

Focus Partners 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
Q3 		– Sell
-2,371
Closed -$33.3K – 2222
2025
Q2 		$33.3K Buy
2,371
+145
+7% +$1.94K ﹤0.01% 1988
2025
Q1 		$26.9K Buy
+2,226
New +$37.1K ﹤0.01% 1863
2024
Q3 		– Sell
-1,390
Closed -$42K – 1591
2024
Q2 		$42K Buy
+1,390
New +$45.3K ﹤0.01% 1205

Other funds holding CHPT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Focus Partners Wealth's CHPT Position: Q3 2025 in Review

Focus Partners Wealth sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 2,371 shares — an estimated $33.3K sold.

Focus Partners Wealth first reported a position in CHPT in Q2 2024 and held it in 3 quarters. The position peaked at $42K in Q2 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Focus Partners Wealth reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 2,371 ChargePoint shares in Q3 2025, an estimated $33.3K.
  • Focus Partners Wealth first reported a position in ChargePoint in Q2 2024 and held it in 3 quarters.
  • Focus Partners Wealth's ChargePoint position peaked at $42K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.