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Rise Advisors’s ChargePoint CHPT Stock Holding History

Rise 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
Q2 		– Sell
-40
Closed -$482 – 1566
2025
Q1 		$482 Buy
+40
New +$667 ﹤0.01% 1380

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rise Advisors's CHPT Position: Q2 2025 in Review

Rise Advisors sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 40 shares — an estimated $482 sold.

Rise Advisors first reported a position in CHPT in Q1 2025 and held it in 1 quarter. The position peaked at $482 in Q1 2025. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • Rise Advisors reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 40 ChargePoint shares in Q2 2025, an estimated $482.
  • Rise Advisors first reported a position in ChargePoint in Q1 2025 and held it in 1 quarter.
  • Rise Advisors's ChargePoint position peaked at $482 in Q1 2025.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.