PWA
CHPT icon

Principia Wealth Advisory’s ChargePoint CHPT Stock Holding History

Principia Wealth Advisory’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
-10
Closed -$141 – 980
2025
Q2 		$141 Hold
10
– – ﹤0.01% 904
2025
Q1 		$119 Hold
10
– – ﹤0.01% 800
2024
Q4 		$214 Buy
+10
New +$248 ﹤0.01% 723

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

Principia Wealth Advisory's CHPT Position: Q3 2025 in Review

Principia Wealth Advisory sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 10 shares — an estimated $141 sold.

Principia Wealth Advisory first reported a position in CHPT in Q4 2024 and held it in 3 quarters. The position peaked at $214 in Q4 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Principia Wealth Advisory reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 10 ChargePoint shares in Q3 2025, an estimated $141.
  • Principia Wealth Advisory first reported a position in ChargePoint in Q4 2024 and held it in 3 quarters.
  • Principia Wealth Advisory's ChargePoint position peaked at $214 in Q4 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.