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Modera Wealth Management’s ChargePoint CHPT Stock Holding History

Modera 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
-1,524
Closed -$21.4K – 650
2025
Q2 		$21.4K Buy
1,524
+1,010
+196% +$13.5K ﹤0.01% 645
2025
Q1 		$6.22K Buy
+514
New +$8.57K ﹤0.01% 607

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Modera Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,524 shares — an estimated $21.4K sold.

Modera Wealth Management first reported a position in CHPT in Q1 2025 and held it in 2 quarters. The position peaked at $21.4K in Q2 2025. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Modera Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 1,524 ChargePoint shares in Q3 2025, an estimated $21.4K.
  • Modera Wealth Management first reported a position in ChargePoint in Q1 2025 and held it in 2 quarters.
  • Modera Wealth Management's ChargePoint position peaked at $21.4K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.