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Game Plan Financial Advisors’s ChargePoint CHPT Stock Holding History

Game Plan Financial 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
2025
Q2 		– Sell
-20
Closed -$242 – 359
2025
Q1 		$242 Hold
20
– – ﹤0.01% 332
2024
Q4 		$438 Hold
20
– – ﹤0.01% 333
2024
Q3 		$548 Hold
20
– – ﹤0.01% 343
2024
Q2 		$604 Sell
20
-10
-33% -$326 ﹤0.01% 339
2024
Q1 		$1.14K Hold
30
– – ﹤0.01% 368
2023
Q4 		$1.4K Buy
+30
New +$1.68K ﹤0.01% 352

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Game Plan Financial Advisors's CHPT Position: Q2 2025 in Review

Game Plan Financial Advisors sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 20 shares — an estimated $242 sold.

Game Plan Financial Advisors first reported a position in CHPT in Q4 2023 and held it in 6 quarters. The position peaked at $1.4K in Q4 2023. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • Game Plan Financial Advisors reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 20 ChargePoint shares in Q2 2025, an estimated $242.
  • Game Plan Financial Advisors first reported a position in ChargePoint in Q4 2023 and held it in 6 quarters.
  • Game Plan Financial Advisors's ChargePoint position peaked at $1.4K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Game Plan Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.