Tompkins Financial’s ChargePoint CHPT Stock Holding History

Tompkins Financial’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	-6	Closed	-$77	–	547
2025 Q2	$77	Hold	6	–	–	﹤0.01%	539
2025 Q1	$67	Hold	6	–	–	﹤0.01%	560
2024 Q4	$118	Hold	6	–	–	﹤0.01%	523
2024 Q3	$151	Hold	6	–	–	﹤0.01%	571
2024 Q2	$166	Hold	6	–	–	﹤0.01%	578
2024 Q1	$209	Hold	6	–	–	﹤0.01%	621
2023 Q4	$257	Hold	6	–	–	﹤0.01%	638
2023 Q3	$547	Hold	6	–	–	﹤0.01%	568
2023 Q2	$967	Hold	6	–	–	﹤0.01%	580
2023 Q1	$1.15K	Hold	6	–	–	﹤0.01%	603
2022 Q4	$1K	Buy	6 +1	+20%	+$243	﹤0.01%	588
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	575
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	559
2022 Q1	$2K	Buy	+5	New	+$1.54K	﹤0.01%	561

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return