GWN Securities’s ChargePoint CHPT Stock Holding History

GWN Securities’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
2025 Q3	–	Sell	-1,432	Closed	-$20.1K	–	397
2025 Q2	$20.1K	Sell	1,432 -85	-6%	-$1.14K	﹤0.01%	395
2025 Q1	$18.4K	Buy	+1,517	New	+$25.3K	﹤0.01%	689

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GWN Securities's CHPT Position: Q3 2025 in Review

GWN Securities sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,432 shares — an estimated $20.1K sold.

GWN Securities first reported a position in CHPT in Q1 2025 and held it in 2 quarters. The position peaked at $20.1K in Q2 2025. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

GWN Securities reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 1,432 ChargePoint shares in Q3 2025, an estimated $20.1K.
GWN Securities first reported a position in ChargePoint in Q1 2025 and held it in 2 quarters.
GWN Securities's ChargePoint position peaked at $20.1K in Q2 2025.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.