JWM
CHPT icon

Jeppson Wealth Management’s ChargePoint CHPT Stock Holding History

Jeppson 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
2025
Q3 		– Sell
-531
Closed -$7.47K – 227
2025
Q2 		$7.47K Buy
+531
New +$7.12K ﹤0.01% 210
2025
Q1 		– Sell
-2,851
Closed -$61K – 208
2024
Q4 		$61K Buy
2,851
+704
+33% +$17.4K 0.02% 197
2024
Q3 		$58.8K Buy
2,147
+474
+28% +$16.5K 0.02% 201
2024
Q2 		$50.5K Buy
1,673
+110
+7% +$3.58K 0.02% 199
2024
Q1 		$59.4K Buy
1,563
+717
+85% +$28.1K 0.02% 205
2023
Q4 		$39.6K Buy
+846
New +$47.3K 0.02% 201

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

Jeppson Wealth Management's CHPT Position: Q3 2025 in Review

Jeppson Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 531 shares — an estimated $7.47K sold.

Jeppson Wealth Management first reported a position in CHPT in Q4 2023 and held it in 6 quarters. The position peaked at $61K in Q4 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Jeppson Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 531 ChargePoint shares in Q3 2025, an estimated $7.47K.
  • Jeppson Wealth Management first reported a position in ChargePoint in Q4 2023 and held it in 6 quarters.
  • Jeppson Wealth Management's ChargePoint position peaked at $61K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Jeppson Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.