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True Wealth Design’s ChargePoint CHPT Stock Holding History

True Wealth Design’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
Q3 		$2.8K Buy
+278
New +$1.9K ﹤0.01% 1561
2025
Q2 		– Sell
-262
Closed -$3.17K – 2625
2025
Q1 		$3.17K Buy
+262
New +$4.37K ﹤0.01% 834
2023
Q2 		– Sell
-48
Closed -$9.95K – 804
2023
Q1 		$9.95K Sell
48
-50
-51% -$10.9K ﹤0.01% 240
2022
Q4 		$18.6K Buy
+98
New +$23.8K 0.01% 191

Other funds holding CHPT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

True Wealth Design's CHPT Position: Q3 2026 in Review

True Wealth Design opened a new position in ChargePoint (CHPT) in Q3 2026: 278 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CHPT as recently as Q1 2025.

True Wealth Design first reported a position in CHPT in Q4 2022 and has held it in 4 quarters since. The position peaked at $18.6K in Q4 2022. 9 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

  • True Wealth Design held 278 shares of ChargePoint worth $2.8K as of Q3 2026.
  • ChargePoint was a new True Wealth Design position in Q3 2026.
  • ChargePoint made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1561 holding.
  • True Wealth Design first reported a position in ChargePoint in Q4 2022 and has held it in 4 quarters since.
  • True Wealth Design's ChargePoint position peaked at $18.6K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.