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Institute for Wealth Management’s ChargePoint CHPT Stock Holding History

Institute for 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 		$550 Buy
+93
New +$609 ﹤0.01% 1696
2023
Q1 		– Sell
-533
Closed -$102K – 455
2022
Q4 		$102K Buy
+533
New +$130K 0.02% 442

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Institute for Wealth Management's CHPT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ChargePoint (CHPT) in Q2 2026: 93 shares worth $550. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CHPT as recently as Q4 2022.

Institute for Wealth Management first reported a position in CHPT in Q4 2022 and has held it in 2 quarters since. The position peaked at $102K in Q4 2022. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Institute for Wealth Management held 93 shares of ChargePoint worth $550 as of Q2 2026.
  • ChargePoint was a new Institute for Wealth Management position in Q2 2026.
  • ChargePoint made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1696 holding.
  • Institute for Wealth Management first reported a position in ChargePoint in Q4 2022 and has held it in 2 quarters since.
  • Institute for Wealth Management's ChargePoint position peaked at $102K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.