Golden State Wealth Management’s ChargePoint CHPT Stock Holding History

Golden State 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 Q2	$2.68K	Sell	453 -7	-2%	-$46	﹤0.01%	1350
2026 Q1	$2.24K	Hold	460	–	–	﹤0.01%	1335
2025 Q4	$3.05K	Hold	460	–	–	﹤0.01%	1321
2025 Q3	$5.02K	Sell	460 -1	-0.2%	-$11	﹤0.01%	1250
2025 Q2	$6.48K	Hold	461	–	–	﹤0.01%	1176
2025 Q1	$5.58K	Hold	461	–	–	﹤0.01%	1147
2024 Q4	$9.87K	Buy	+461	New	+$11.4K	﹤0.01%	969

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

Golden State Wealth Management's CHPT Position: Q2 2026 in Review

Golden State Wealth Management reduced its ChargePoint (CHPT) stake by 1.5% in Q2 2026, selling an estimated $46 and leaving 453 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Golden State Wealth Management first reported a position in CHPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.87K in Q4 2024. 162 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Golden State Wealth Management held 453 shares of ChargePoint worth $2.68K as of Q2 2026.
Golden State Wealth Management sold 7 ChargePoint shares in Q2 2026, an estimated $46.
ChargePoint made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1350 holding.
Golden State Wealth Management first reported a position in ChargePoint in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's ChargePoint position peaked at $9.87K in Q4 2024.
162 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.