PIA
CHPT icon

Perennial Investment Advisors’s ChargePoint CHPT Stock Holding History

Perennial 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
-4,833
Closed -$68K – 491
2025
Q2 		$68K Buy
4,833
+1,300
+37% +$17.4K 0.01% 466
2025
Q1 		$42.7K Buy
3,533
+800
+29% +$13.3K ﹤0.01% 427
2024
Q4 		$58.5K Buy
2,733
+1,740
+175% +$43.1K 0.01% 401
2024
Q3 		$27.2K Sell
993
-226
-19% -$7.86K ﹤0.01% 395
2024
Q2 		$36.8K Buy
1,219
+520
+74% +$16.9K 0.01% 365
2024
Q1 		$26.6K Buy
+699
New +$27.4K ﹤0.01% 354

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

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

Perennial Investment Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 4,833 shares — an estimated $68K sold.

Perennial Investment Advisors first reported a position in CHPT in Q1 2024 and held it in 6 quarters. The position peaked at $68K in Q2 2025. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Perennial Investment Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 4,833 ChargePoint shares in Q3 2025, an estimated $68K.
  • Perennial Investment Advisors first reported a position in ChargePoint in Q1 2024 and held it in 6 quarters.
  • Perennial Investment Advisors's ChargePoint position peaked at $68K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Perennial Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.