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Independent Financial Group’s ChargePoint CHPT Stock Holding History

Independent Financial Group’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
-975
Closed -$13.7K – 1368
2025
Q2 		$13.7K Buy
975
+18
+2% +$241 ﹤0.01% 1284
2025
Q1 		$11.6K Buy
957
+204
+27% +$3.4K ﹤0.01% 1169
2024
Q4 		$16.1K Sell
753
-404
-35% -$10K ﹤0.01% 1152
2024
Q3 		$31.7K Sell
1,157
-100
-8% -$3.48K ﹤0.01% 1117
2024
Q2 		$38K Sell
1,257
-20
-2% -$651 ﹤0.01% 1072
2024
Q1 		$48.5K Sell
1,277
-545
-30% -$21.4K ﹤0.01% 1001
2023
Q4 		$85.3K Sell
1,822
-1,892
-51% -$106K ﹤0.01% 928
2023
Q3 		$369K Buy
3,714
+2,506
+207% +$363K 0.02% 583
2023
Q2 		$212K Sell
1,208
-335
-22% -$58.7K 0.01% 796
2023
Q1 		$323K Buy
1,543
+538
+54% +$117K 0.03% 579
2022
Q4 		$192K Sell
1,005
-120
-11% -$29.2K 0.02% 725
2022
Q3 		$332K Buy
1,125
+341
+43% +$103K 0.03% 513
2022
Q2 		$215K Buy
784
+3
+0.4% +$831 0.02% 620
2022
Q1 		$311K Buy
781
+201
+35% +$62K 0.03% 583
2021
Q4 		$221K Buy
+580
New +$257K 0.02% 696

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Independent Financial Group's CHPT Position: Q3 2025 in Review

Independent Financial Group sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 975 shares — an estimated $13.7K sold.

Independent Financial Group first reported a position in CHPT in Q4 2021 and held it in 15 quarters. The position peaked at $369K in Q3 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Independent Financial Group reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 975 ChargePoint shares in Q3 2025, an estimated $13.7K.
  • Independent Financial Group first reported a position in ChargePoint in Q4 2021 and held it in 15 quarters.
  • Independent Financial Group's ChargePoint position peaked at $369K in Q3 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.