Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s ChargePoint CHPT Stock Holding History

Wealth Enhancement Advisory Services’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
-1,794
Closed -$25.7K – 3610
2025
Q2 		$25.7K Sell
1,794
-7,188
-80% -$96.3K ﹤0.01% 3281
2025
Q1 		$109K Buy
+8,982
New +$150K ﹤0.01% 2748
2024
Q3 		– Sell
-833
Closed -$25.2K – 2820
2024
Q2 		$25.2K Buy
833
+92
+12% +$3K ﹤0.01% 2478
2024
Q1 		$28.2K Buy
741
+30
+4% +$1.18K ﹤0.01% 2373
2023
Q4 		$33.3K Sell
711
-13,313
-95% -$745K ﹤0.01% 2232
2023
Q3 		$1.39M Buy
+14,024
New +$2.03M ﹤0.01% 982

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHPT Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,794 shares — an estimated $25.7K sold.

Wealth Enhancement Advisory Services first reported a position in CHPT in Q3 2023 and held it in 6 quarters. The position peaked at $1.39M in Q3 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,794 ChargePoint shares in Q3 2025, an estimated $25.7K.
  • Wealth Enhancement Advisory Services first reported a position in ChargePoint in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's ChargePoint position peaked at $1.39M in Q3 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.