GWSA
CHPT icon

Global Wealth Strategies & Associates’s ChargePoint CHPT Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-100
Closed -$486 – 154
2026
Q1 		$486 Hold
100
– – ﹤0.01% 489
2025
Q4 		$664 Hold
100
– – ﹤0.01% 486
2025
Q3 		$1.09K Hold
100
– – ﹤0.01% 422
2025
Q2 		$1.41K Hold
100
– – ﹤0.01% 321
2025
Q1 		$1.21K Hold
100
– – ﹤0.01% 414
2024
Q4 		$2.14K Hold
100
– – ﹤0.01% 319
2024
Q3 		$2.74K Hold
100
– – ﹤0.01% 281
2024
Q2 		$3.02K Hold
100
– – ﹤0.01% 247
2024
Q1 		$3.8K Hold
100
– – ﹤0.01% 239
2023
Q4 		$4.68K Hold
100
– – ﹤0.01% 212
2023
Q3 		$9.94K Hold
100
– – ﹤0.01% 164
2023
Q2 		$17.6K Hold
100
– – 0.01% 125
2023
Q1 		$20.9K Buy
+100
New +$21.8K 0.01% 111

Other funds holding CHPT

HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $73M AUM 37.63% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Global Wealth Strategies & Associates's CHPT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of ChargePoint (CHPT) in Q2 2026, closing a stake of 100 shares — an estimated $486 sold.

Global Wealth Strategies & Associates first reported a position in CHPT in Q1 2023 and held it in 13 quarters. The position peaked at $20.9K in Q1 2023. 43 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining ChargePoint position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 100 ChargePoint shares in Q2 2026, an estimated $486.
  • Global Wealth Strategies & Associates first reported a position in ChargePoint in Q1 2023 and held it in 13 quarters.
  • Global Wealth Strategies & Associates's ChargePoint position peaked at $20.9K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.