TWD
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return