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Integrated Wealth Concepts’s ChargePoint CHPT Stock Holding History

Integrated Wealth Concepts’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 		$14.4K Buy
+2,444
New +$16K ﹤0.01% 4329
2025
Q2 		– Sell
-23,089
Closed -$279K – 1912
2025
Q1 		$279K Buy
23,089
+22,316
+2,887% +$372K ﹤0.01% 1450
2024
Q4 		$16.6K Sell
773
-1,736
-69% -$43K ﹤0.01% 1707
2024
Q3 		$68.7K Buy
2,509
+1,484
+145% +$51.6K ﹤0.01% 1629
2024
Q2 		$31K Buy
1,025
+136
+15% +$4.43K ﹤0.01% 1625
2024
Q1 		$33.8K Buy
+889
New +$34.9K ﹤0.01% 1627
2023
Q4 		– Sell
-658
Closed -$65.4K – 1600
2023
Q3 		$65.4K Buy
+658
New +$95.4K ﹤0.01% 1504

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

Integrated Wealth Concepts's CHPT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ChargePoint (CHPT) in Q2 2026: 2,444 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #4329 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CHPT as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in CHPT in Q3 2023 and has held it in 7 quarters since. The position peaked at $279K in Q1 2025. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Integrated Wealth Concepts held 2,444 shares of ChargePoint worth $14.4K as of Q2 2026.
  • ChargePoint was a new Integrated Wealth Concepts position in Q2 2026.
  • ChargePoint made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4329 holding.
  • Integrated Wealth Concepts first reported a position in ChargePoint in Q3 2023 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's ChargePoint position peaked at $279K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.