Presilium Private Wealth’s ChargePoint CHPT Stock Holding History

Presilium Private Wealth’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	-800	Closed	-$11.3K	–	77
2025 Q2	$11.3K	Hold	800	–	–	﹤0.01%	74
2025 Q1	$9.68K	Hold	800	–	–	﹤0.01%	71
2024 Q4	$17.1K	Hold	800	–	–	﹤0.01%	77
2024 Q3	$21.9K	Hold	800	–	–	0.01%	76
2024 Q2	$24.2K	Buy	+800	New	+$26K	0.01%	73
2024 Q1	–	Sell	-800	Closed	-$37.4K	–	69
2023 Q4	$37.4K	Hold	800	–	–	0.01%	72
2023 Q3	$79.5K	Buy	+800	New	+$116K	0.03%	57

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Presilium Private Wealth's CHPT Position: Q3 2025 in Review

Presilium Private Wealth sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 800 shares — an estimated $11.3K sold.

Presilium Private Wealth first reported a position in CHPT in Q3 2023 and held it in 7 quarters. The position peaked at $79.5K in Q3 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

Presilium Private Wealth reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
Presilium Private Wealth sold 800 ChargePoint shares in Q3 2025, an estimated $11.3K.
Presilium Private Wealth first reported a position in ChargePoint in Q3 2023 and held it in 7 quarters.
Presilium Private Wealth's ChargePoint position peaked at $79.5K in Q3 2023.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Presilium Private Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.