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SHP Wealth Management’s ChargePoint CHPT Stock Holding History

SHP Wealth Management’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
Q1 		$48 Hold
10
– – ﹤0.01% 1794
2025
Q4 		$66 Buy
+10
New +$95 ﹤0.01% 1516

Other funds holding CHPT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SHP Wealth Management's CHPT Position: Q1 2026 in Review

SHP Wealth Management held its ChargePoint (CHPT) position steady in Q1 2026 at 10 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

SHP Wealth Management first reported a position in CHPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $66 in Q4 2025. 147 funds tracked by Wall St. Rank hold CHPT as of Q1 2026.

  • SHP Wealth Management held 10 shares of ChargePoint worth $48 as of Q1 2026.
  • SHP Wealth Management left its ChargePoint share count unchanged in Q1 2026.
  • ChargePoint made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1794 holding.
  • SHP Wealth Management first reported a position in ChargePoint in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ChargePoint position peaked at $66 in Q4 2025.
  • 147 funds tracked by Wall St. Rank held ChargePoint as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.