Geneos Wealth Management’s ChargePoint CHPT Stock Holding History

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 -70	-52%	-$938	﹤0.01%	3014
2025 Q1	$1.65K	Buy	135 +69	+105%	+$1.15K	﹤0.01%	2999
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