Tradition Wealth Management’s ChargePoint CHPT Stock Holding History

Tradition 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	-567	Closed	-$7.97K	–	493
2025 Q2	$7.97K	Hold	567	–	–	﹤0.01%	460
2025 Q1	$6.86K	Hold	567	–	–	﹤0.01%	439
2024 Q4	$12.1K	Hold	567	–	–	﹤0.01%	418
2024 Q3	$15.5K	Hold	567	–	–	﹤0.01%	404
2024 Q2	$17.1K	Sell	567 -40	-7%	-$1.3K	﹤0.01%	398
2024 Q1	$23.1K	Buy	607 +389	+178%	+$15.3K	﹤0.01%	386
2023 Q4	$10K	Buy	218 +100	+85%	+$5.59K	﹤0.01%	993
2023 Q3	$12K	Buy	+118	New	+$17.1K	﹤0.01%	965
2021 Q1	–	Sell	-15	Closed	-$12K	–	834
2020 Q4	$12K	Buy	+15	New	+$7.54K	﹤0.01%	682

Other funds holding CHPT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Tradition Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 567 shares — an estimated $7.97K sold.

Tradition Wealth Management first reported a position in CHPT in Q4 2020 and held it in 9 quarters. The position peaked at $23.1K in Q1 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

Tradition Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
Tradition Wealth Management sold 567 ChargePoint shares in Q3 2025, an estimated $7.97K.
Tradition Wealth Management first reported a position in ChargePoint in Q4 2020 and held it in 9 quarters.
Tradition Wealth Management's ChargePoint position peaked at $23.1K in Q1 2024.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.