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Spire Wealth Management’s ChargePoint CHPT Stock Holding History

Spire 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
2025
Q3 		– Sell
-86
Closed -$1.21K – 2380
2025
Q2 		$1.21K Hold
86
– – ﹤0.01% 2251
2025
Q1 		$1.04K Sell
86
-1
-1% -$17 ﹤0.01% 2379
2024
Q4 		$1.86K Sell
87
-9
-9% -$223 ﹤0.01% 2268
2024
Q3 		$2.64K Sell
96
-13
-12% -$452 ﹤0.01% 1946
2024
Q2 		$3.31K Sell
109
-21
-16% -$684 ﹤0.01% 1917
2024
Q1 		$4.93K Sell
130
-25
-16% -$981 ﹤0.01% 1929
2023
Q4 		$5.38K Sell
155
-53
-25% -$2.96K ﹤0.01% 1938
2023
Q3 		$20.7K Sell
208
-20
-9% -$2.9K ﹤0.01% 1489
2023
Q2 		$40.1K Sell
228
-264
-54% -$46.3K ﹤0.01% 1291
2023
Q1 		$103K Buy
492
+110
+29% +$24K ﹤0.01% 961
2022
Q4 		$73K Sell
382
-58
-13% -$14.1K ﹤0.01% 849
2022
Q3 		$130K Buy
440
+393
+836% +$119K 0.01% 626
2022
Q2 		$13K Buy
47
+26
+124% +$7.21K ﹤0.01% 1823
2022
Q1 		$8K Sell
21
-392
-95% -$121K ﹤0.01% 2090
2021
Q4 		$157K Buy
413
+388
+1,552% +$172K ﹤0.01% 1206
2021
Q3 		$10K Hold
25
– – ﹤0.01% 2087
2021
Q2 		$17K Buy
25
+15
+150% +$7.94K ﹤0.01% 1935
2021
Q1 		$5K Buy
+10
New +$6.75K ﹤0.01% 2615

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 40.91% 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

Spire Wealth Management's CHPT Position: Q3 2025 in Review

Spire Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 86 shares — an estimated $1.21K sold.

Spire Wealth Management first reported a position in CHPT in Q1 2021 and held it in 18 quarters. The position peaked at $157K in Q4 2021. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Spire Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 86 ChargePoint shares in Q3 2025, an estimated $1.21K.
  • Spire Wealth Management first reported a position in ChargePoint in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's ChargePoint position peaked at $157K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.