Gen-Wealth Partners’s ChargePoint CHPT Stock Holding History

Gen-Wealth Partners’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
2024 Q3	–	Sell	-5	Closed	-$151	–	670
2024 Q2	$151	Hold	5	–	–	﹤0.01%	637
2024 Q1	$190	Buy	+5	New	+$196	﹤0.01%	621

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gen-Wealth Partners's CHPT Position: Q3 2024 in Review

Gen-Wealth Partners sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 5 shares — an estimated $151 sold.

Gen-Wealth Partners first reported a position in CHPT in Q1 2024 and held it in 2 quarters. The position peaked at $190 in Q1 2024. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

Gen-Wealth Partners reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 5 ChargePoint shares in Q3 2024, an estimated $151.
Gen-Wealth Partners first reported a position in ChargePoint in Q1 2024 and held it in 2 quarters.
Gen-Wealth Partners's ChargePoint position peaked at $190 in Q1 2024.
317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.