Larson Financial Group’s ChargePoint CHPT Stock Holding History

Larson 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
2026 Q1	$141	Buy	29 +2	+7%	+$12	﹤0.01%	3489
2025 Q4	$179	Sell	27 -1	-4%	-$9	﹤0.01%	3284
2025 Q3	$306	Sell	28 -1	-3%	-$11	﹤0.01%	3191
2025 Q2	$402	Sell	29 -5,000	-99%	-$67K	﹤0.01%	2915
2025 Q1	$60.8K	Buy	5,029 +5,000	+17,241%	+$83.3K	﹤0.01%	947
2024 Q4	$611	Buy	29 +21	+263%	+$520	﹤0.01%	2150
2024 Q3	$227	Hold	8	–	–	﹤0.01%	2331
2024 Q2	$251	Sell	8 -56	-88%	-$1.82K	﹤0.01%	2008
2024 Q1	$2.44K	Sell	64 -22	-26%	-$863	﹤0.01%	1334
2023 Q4	$4.03K	Buy	86 +1	+1%	+$56	﹤0.01%	1235
2023 Q3	$8.42K	Hold	85	–	–	﹤0.01%	1046
2023 Q2	$14.9K	Hold	85	–	–	﹤0.01%	822
2023 Q1	$17.7K	Buy	85 +1	+1%	+$218	﹤0.01%	773
2022 Q4	$16K	Hold	84	–	–	﹤0.01%	744
2022 Q3	$25K	Buy	84 +7	+9%	+$2.12K	﹤0.01%	577
2022 Q2	$21K	Buy	77 +21	+38%	+$5.82K	﹤0.01%	535
2022 Q1	$22K	Hold	56	–	–	﹤0.01%	510
2021 Q4	$21K	Buy	+56	New	+$24.8K	﹤0.01%	528

Other funds holding CHPT

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return