Geneos Wealth Management’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$904 Sell
65
-70
-52% -$974 ﹤0.01% 3014
2025
Q1
$1.65K Buy
135
+69
+105% +$843 ﹤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% -$210 ﹤0.01% 1889
2024
Q1
$2.77K Buy
73
+5
+7% +$190 ﹤0.01% 1832
2023
Q4
$3.2K Sell
68
-1,258
-95% -$59.1K ﹤0.01% 1826
2023
Q3
$132K Buy
1,326
+611
+85% +$60.7K 0.01% 792
2023
Q2
$126K Buy
715
+670
+1,489% +$118K 0.01% 809
2023
Q1
$9.52K Sell
45
-448
-91% -$94.7K ﹤0.01% 1560
2022
Q4
$93.9K Buy
493
+448
+996% +$85.3K 0.01% 845
2022
Q3
$13K Sell
45
-604
-93% -$174K ﹤0.01% 1442
2022
Q2
$164K Buy
649
+579
+827% +$146K 0.01% 823
2022
Q1
$27K Sell
70
-58
-45% -$22.4K ﹤0.01% 1653
2021
Q4
$48K Buy
128
+15
+13% +$5.63K ﹤0.01% 1496
2021
Q3
$43K Buy
113
+45
+66% +$17.1K ﹤0.01% 1556
2021
Q2
$43K Buy
68
+7
+11% +$4.43K ﹤0.01% 1550
2021
Q1
$31K Buy
61
+5
+9% +$2.54K ﹤0.01% 1853
2020
Q4
$23K Buy
56
+6
+12% +$2.46K ﹤0.01% 1819
2020
Q3
$13K Buy
+50
New +$13K ﹤0.01% 1851