Global Retirement Partners’s ChargePoint CHPT Stock Holding History

Global Retirement Partners’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 Q2	$53	Buy	+9	New	+$59	﹤0.01%	4464
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

Other funds holding CHPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Global Retirement Partners's CHPT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ChargePoint (CHPT) in Q2 2026: 9 shares worth $53. The stake represents ﹤0.01% of the portfolio and ranks #4464 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CHPT as recently as Q4 2025.

Global Retirement Partners first reported a position in CHPT in Q4 2020 and has held it in 20 quarters since. The position peaked at $150K in Q3 2021. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Global Retirement Partners held 9 shares of ChargePoint worth $53 as of Q2 2026.
ChargePoint was a new Global Retirement Partners position in Q2 2026.
ChargePoint made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4464 holding.
Global Retirement Partners first reported a position in ChargePoint in Q4 2020 and has held it in 20 quarters since.
Global Retirement Partners's ChargePoint position peaked at $150K in Q3 2021.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.