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PFG Investments’s ChargePoint CHPT Stock Holding History

PFG Investments’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
-899
Closed -$12.6K – 1119
2025
Q2 		$12.6K Sell
899
-136
-13% -$1.82K ﹤0.01% 1035
2025
Q1 		$12.5K Sell
1,035
-214
-17% -$3.57K ﹤0.01% 1003
2024
Q4 		$26.7K Sell
1,249
-227
-15% -$5.62K ﹤0.01% 1000
2024
Q3 		$40.4K Sell
1,476
-229
-13% -$7.96K ﹤0.01% 976
2024
Q2 		$51.5K Buy
1,705
+415
+32% +$13.5K ﹤0.01% 893
2024
Q1 		$49K Buy
+1,290
New +$50.6K ﹤0.01% 996
2023
Q4 		– Sell
-587
Closed -$58.3K – 494
2023
Q3 		$58.3K Sell
587
-60
-9% -$8.7K 0.01% 491
2023
Q2 		$114K Sell
647
-333
-34% -$58.4K 0.02% 484
2023
Q1 		$205K Buy
+980
New +$213K 0.04% 435

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 40.89% 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

PFG Investments's CHPT Position: Q3 2025 in Review

PFG Investments sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 899 shares — an estimated $12.6K sold.

PFG Investments first reported a position in CHPT in Q1 2023 and held it in 9 quarters. The position peaked at $205K in Q1 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • PFG Investments reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • PFG Investments sold 899 ChargePoint shares in Q3 2025, an estimated $12.6K.
  • PFG Investments first reported a position in ChargePoint in Q1 2023 and held it in 9 quarters.
  • PFG Investments's ChargePoint position peaked at $205K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on PFG Investments's 13F filing for Q3 2025, filed 31 Oct 2025.