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Stratos Wealth Partners’s ChargePoint CHPT Stock Holding History

Stratos Wealth 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
2025
Q3 		– Sell
-1,703
Closed -$24K – 1557
2025
Q2 		$24K Sell
1,703
-24
-1% -$322 ﹤0.01% 1409
2025
Q1 		$20.9K Sell
1,727
-275
-14% -$4.58K ﹤0.01% 1350
2024
Q4 		$42.8K Sell
2,002
-153
-7% -$3.79K ﹤0.01% 1433
2024
Q3 		$59.1K Sell
2,155
-34
-2% -$1.18K ﹤0.01% 1408
2024
Q2 		$66.1K Sell
2,189
-28
-1% -$912 ﹤0.01% 1337
2024
Q1 		$84.3K Sell
2,217
-100
-4% -$3.92K ﹤0.01% 1344
2023
Q4 		$108K Sell
2,317
-310
-12% -$17.3K ﹤0.01% 1322
2023
Q3 		$261K Sell
2,627
-218
-8% -$31.6K 0.01% 1074
2023
Q2 		$500K Buy
2,845
+2,099
+281% +$368K 0.01% 765
2023
Q1 		$156K Sell
746
-1,440
-66% -$314K ﹤0.01% 1058
2022
Q4 		$417K Buy
2,186
+207
+10% +$50.3K 0.01% 784
2022
Q3 		$584K Buy
1,979
+1,200
+154% +$364K 0.02% 633
2022
Q2 		$213K Sell
779
-395
-34% -$109K 0.01% 1062
2022
Q1 		$467K Buy
1,174
+499
+74% +$154K 0.01% 835
2021
Q4 		$257K Sell
675
-135
-17% -$59.8K 0.01% 1062
2021
Q3 		$324K Buy
810
+98
+14% +$45.6K 0.01% 924
2021
Q2 		$495K Buy
+712
New +$377K 0.01% 777
2021
Q1 		– Sell
-252
Closed -$202K – 1127
2020
Q4 		$202K Buy
+252
New +$127K 0.01% 1003

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

Stratos Wealth Partners's CHPT Position: Q3 2025 in Review

Stratos Wealth Partners sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,703 shares — an estimated $24K sold.

Stratos Wealth Partners first reported a position in CHPT in Q4 2020 and held it in 18 quarters. The position peaked at $584K in Q3 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Stratos Wealth Partners reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,703 ChargePoint shares in Q3 2025, an estimated $24K.
  • Stratos Wealth Partners first reported a position in ChargePoint in Q4 2020 and held it in 18 quarters.
  • Stratos Wealth Partners's ChargePoint position peaked at $584K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.