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Geneos Wealth Management’s ChargePoint CHPT Stock Holding History

Geneos 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
Q3 		– Sell
-65
Closed -$904 – 2615
2025
Q2 		$904 Sell
65
-1
-2% -$13 ﹤0.01% 3014
2025
Q1 		$799 Hold
66
– – ﹤0.01% 2981
2024
Q4 		$1.41K Hold
66
– – ﹤0.01% 2689
2024
Q3 		$1.8K Hold
66
– – ﹤0.01% 2324
2024
Q2 		$1.98K Sell
66
-7
-10% -$228 ﹤0.01% 1889
2024
Q1 		$2.77K Buy
73
+5
+7% +$196 ﹤0.01% 1832
2023
Q4 		$3.2K Sell
68
-1,258
-95% -$70.4K ﹤0.01% 1826
2023
Q3 		$132K Buy
1,326
+611
+85% +$88.6K 0.01% 792
2023
Q2 		$126K Buy
715
+670
+1,489% +$117K 0.01% 809
2023
Q1 		$9.52K Sell
45
-448
-91% -$97.6K ﹤0.01% 1560
2022
Q4 		$93.9K Buy
493
+448
+996% +$109K 0.01% 845
2022
Q3 		$13K Sell
45
-604
-93% -$183K ﹤0.01% 1442
2022
Q2 		$164K Buy
649
+579
+827% +$160K 0.01% 823
2022
Q1 		$27K Sell
70
-58
-45% -$17.9K ﹤0.01% 1653
2021
Q4 		$48K Buy
128
+15
+13% +$6.65K ﹤0.01% 1496
2021
Q3 		$43K Buy
113
+45
+66% +$20.9K ﹤0.01% 1556
2021
Q2 		$43K Buy
68
+7
+11% +$3.71K ﹤0.01% 1550
2021
Q1 		$31K Buy
61
+5
+9% +$3.38K ﹤0.01% 1853
2020
Q4 		$23K Buy
56
+6
+12% +$3.02K ﹤0.01% 1819
2020
Q3 		$13K Buy
+50
New +$10.9K ﹤0.01% 1851

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geneos Wealth Management's CHPT Position: Q3 2025 in Review

Geneos Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 65 shares — an estimated $904 sold.

Geneos Wealth Management first reported a position in CHPT in Q3 2020 and held it in 20 quarters. The position peaked at $164K in Q2 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Geneos Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 65 ChargePoint shares in Q3 2025, an estimated $904.
  • Geneos Wealth Management first reported a position in ChargePoint in Q3 2020 and held it in 20 quarters.
  • Geneos Wealth Management's ChargePoint position peaked at $164K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.