Pinnacle Wealth Planning Services
CHPT icon

Pinnacle Wealth Planning Services’s ChargePoint CHPT Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$101 Hold
10
– – ﹤0.01% 2807
2026
Q2 		$59 Hold
10
– – ﹤0.01% 2738
2026
Q1 		$49 Hold
10
– – ﹤0.01% 2724
2025
Q4 		$66 Buy
+10
New +$95 ﹤0.01% 2737

Other funds holding CHPT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHPT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its ChargePoint (CHPT) position steady in Q3 2026 at 10 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

Pinnacle Wealth Planning Services first reported a position in CHPT in Q4 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10 shares of ChargePoint worth $101 as of Q3 2026.
  • Pinnacle Wealth Planning Services left its ChargePoint share count unchanged in Q3 2026.
  • ChargePoint made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2807 holding.
  • Pinnacle Wealth Planning Services first reported a position in ChargePoint in Q4 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.