Global Retirement Partners’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$60	Sell	9 -9	-50%	-$85	﹤0.01%	4169
2025 Q3	$196	Buy	18 +8	+80%	+$92	﹤0.01%	3743
2025 Q2	$134	Buy	+10	New	+$134	﹤0.01%	3699
2024 Q4	$204	Hold	10	–	–	﹤0.01%	3506
2024 Q3	$262	Sell	10 -4	-29%	-$139	﹤0.01%	3352
2024 Q2	$414	Buy	14 +8	+133%	+$260	﹤0.01%	3325
2024 Q1	$241	Sell	6 -1	-14%	-$39	﹤0.01%	3241
2023 Q4	$248	Sell	7 -1	-13%	-$56	﹤0.01%	3201
2023 Q3	$682	Buy	8 +1	+14%	+$145	﹤0.01%	2874
2023 Q2	$1.21K	Hold	7	–	–	﹤0.01%	2716
2023 Q1	$1.18K	Sell	7 -26	-79%	-$5.66K	﹤0.01%	2681
2022 Q4	$6.32K	Buy	33 +3	+10%	+$729	﹤0.01%	1946
2022 Q3	$8K	Hold	30	–	–	﹤0.01%	1753
2022 Q2	$8K	Hold	30	–	–	﹤0.01%	1714
2022 Q1	$6K	Buy	+30	New	+$9.25K	﹤0.01%	1814
2021 Q4	–	Sell	-376	Closed	-$150K	–	482
2021 Q3	$150K	Buy	376 +375	+37,500%	+$175K	0.01%	540
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	1786
2021 Q1	$1K	Hold	1	–	–	﹤0.01%	1700
2020 Q4	$1K	Buy	+1	New	+$503	﹤0.01%	1667