VSM Wealth Advisory’s ChargePoint CHPT Stock Holding History

VSM Wealth Advisory’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 Q2	$71	Hold	12	–	–	﹤0.01%	497
2026 Q1	$58	Sell	12 -12	-50%	-$73	﹤0.01%	493
2025 Q4	$159	Hold	24	–	–	﹤0.01%	437
2025 Q3	$262	Sell	24 -1	-4%	-$11	﹤0.01%	425
2025 Q2	$352	Hold	25	–	–	﹤0.01%	488
2025 Q1	$303	Hold	25	–	–	﹤0.01%	479
2024 Q4	$535	Buy	+25	New	+$619	﹤0.01%	454

Other funds holding CHPT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VSM Wealth Advisory's CHPT Position: Q2 2026 in Review

VSM Wealth Advisory held its ChargePoint (CHPT) position steady in Q2 2026 at 12 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #497.

VSM Wealth Advisory first reported a position in CHPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $535 in Q4 2024. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

VSM Wealth Advisory held 12 shares of ChargePoint worth $71 as of Q2 2026.
VSM Wealth Advisory left its ChargePoint share count unchanged in Q2 2026.
ChargePoint made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #497 holding.
VSM Wealth Advisory first reported a position in ChargePoint in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's ChargePoint position peaked at $535 in Q4 2024.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.