Future Financial Wealth Management’s ChargePoint CHPT Stock Holding History

Future Financial Wealth Management’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 Q4	–	Sell	-50	Closed	-$546	–	172
2025 Q3	$546	Hold	50	–	–	﹤0.01%	447
2025 Q2	$703	Hold	50	–	–	﹤0.01%	434
2025 Q1	$605	Hold	50	–	–	﹤0.01%	430
2024 Q4	$1.07K	Hold	50	–	–	﹤0.01%	423
2024 Q3	$1.37K	Buy	+50	New	+$1.74K	﹤0.01%	440
2024 Q2	–	Sell	-50	Closed	-$1.9K	–	171
2024 Q1	$1.9K	Buy	+50	New	+$1.96K	﹤0.01%	462
2022 Q2	–	Sell	-103	Closed	-$41K	–	181
2022 Q1	$41K	Hold	103	–	–	0.03%	288
2021 Q4	$41K	Buy	+103	New	+$45.6K	0.03%	298

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Future Financial Wealth Management's CHPT Position: Q4 2025 in Review

Future Financial Wealth Management sold out of ChargePoint (CHPT) in Q4 2025, closing a stake of 50 shares — an estimated $546 sold.

Future Financial Wealth Management first reported a position in CHPT in Q4 2021 and held it in 8 quarters. The position peaked at $41K in Q1 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q4 2025.

Future Financial Wealth Management reported no remaining ChargePoint position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 50 ChargePoint shares in Q4 2025, an estimated $546.
Future Financial Wealth Management first reported a position in ChargePoint in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's ChargePoint position peaked at $41K in Q1 2022.
144 funds tracked by Wall St. Rank held ChargePoint as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.