Root Financial Partners’s ChargePoint CHPT Stock Holding History

Root Financial Partners’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	$2.26K	Buy	+224	New	+$1.53K	﹤0.01%	2590

Other funds holding CHPT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Root Financial Partners's CHPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in ChargePoint (CHPT) in Q3 2026: 224 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #2590 among its holdings.

25 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

Root Financial Partners held 224 shares of ChargePoint worth $2.26K as of Q3 2026.
ChargePoint was a new Root Financial Partners position in Q3 2026.
ChargePoint made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2590 holding.
25 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.