OIA
CHPT icon

OneDigital Investment Advisors’s ChargePoint CHPT Stock Holding History

OneDigital Investment Advisors’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
-585
Closed -$8.23K – 1502
2025
Q2 		$8.23K Hold
585
– – ﹤0.01% 1444
2025
Q1 		$7.08K Sell
585
-2
-0.3% -$33 ﹤0.01% 1392
2024
Q4 		$12.6K Sell
587
-185
-24% -$4.58K ﹤0.01% 1392
2024
Q3 		$21.2K Sell
772
-2
-0.3% -$70 ﹤0.01% 1421
2024
Q2 		$23.4K Buy
774
+64
+9% +$2.08K ﹤0.01% 1352
2024
Q1 		$27K Buy
710
+67
+10% +$2.63K ﹤0.01% 1075
2023
Q4 		$30.1K Buy
+643
New +$36K ﹤0.01% 1092

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

OneDigital Investment Advisors's CHPT Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 585 shares — an estimated $8.23K sold.

OneDigital Investment Advisors first reported a position in CHPT in Q4 2023 and held it in 7 quarters. The position peaked at $30.1K in Q4 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • OneDigital Investment Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 585 ChargePoint shares in Q3 2025, an estimated $8.23K.
  • OneDigital Investment Advisors first reported a position in ChargePoint in Q4 2023 and held it in 7 quarters.
  • OneDigital Investment Advisors's ChargePoint position peaked at $30.1K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.