Integrated Wealth Concepts
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SummitTX Capital
SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integrated Wealth Concepts's CHPT Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 23,089 shares — an estimated $279K sold.

Integrated Wealth Concepts first reported a position in CHPT in Q3 2023 and held it in 6 quarters. The position peaked at $279K in Q1 2025. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 23,089 ChargePoint shares in Q2 2025, an estimated $279K.
  • Integrated Wealth Concepts first reported a position in ChargePoint in Q3 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's ChargePoint position peaked at $279K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.