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GK Wealth Management’s ChargePoint CHPT Stock Holding History

GK 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
2026
Q3 		$1.51K Buy
+150
New +$1.02K ﹤0.01% 1385

Other funds holding CHPT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GK Wealth Management's CHPT Position: Q3 2026 in Review

GK Wealth Management opened a new position in ChargePoint (CHPT) in Q3 2026: 150 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings.

8 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

  • GK Wealth Management held 150 shares of ChargePoint worth $1.51K as of Q3 2026.
  • ChargePoint was a new GK Wealth Management position in Q3 2026.
  • ChargePoint made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1385 holding.
  • 8 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.