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Fortitude Family Office’s ChargePoint CHPT Stock Holding History

Fortitude Family Office’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 		$192 Buy
+19
New +$130 ﹤0.01% 2512
2025
Q4 		– Sell
-35
Closed -$382 – 1955
2025
Q3 		$382 Buy
+35
New +$401 ﹤0.01% 1868

Other funds holding CHPT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Fortitude Family Office's CHPT Position: Q3 2026 in Review

Fortitude Family Office opened a new position in ChargePoint (CHPT) in Q3 2026: 19 shares worth $192. The stake represents ﹤0.01% of the portfolio and ranks #2512 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in CHPT as recently as Q3 2025.

Fortitude Family Office first reported a position in CHPT in Q3 2025 and has held it in 2 quarters since. The position peaked at $382 in Q3 2025. 10 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

  • Fortitude Family Office held 19 shares of ChargePoint worth $192 as of Q3 2026.
  • ChargePoint was a new Fortitude Family Office position in Q3 2026.
  • ChargePoint made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2512 holding.
  • Fortitude Family Office first reported a position in ChargePoint in Q3 2025 and has held it in 2 quarters since.
  • Fortitude Family Office's ChargePoint position peaked at $382 in Q3 2025.
  • 10 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.