Wealth Enhancement Advisory Services
CHPT icon

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
2026
Q3 		$156K Buy
+19,163
New +$131K ﹤0.01% 3826
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

NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Wealth Enhancement Advisory Services's CHPT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in ChargePoint (CHPT) in Q3 2026: 19,163 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #3826 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in CHPT as recently as Q2 2025.

Wealth Enhancement Advisory Services first reported a position in CHPT in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2023. 10 funds tracked by Wall St. Rank hold CHPT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,163 shares of ChargePoint worth $156K as of Q3 2026.
  • ChargePoint was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • ChargePoint made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3826 holding.
  • Wealth Enhancement Advisory Services first reported a position in ChargePoint in Q3 2023 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's ChargePoint position peaked at $1.39M in Q3 2023.
  • 10 funds tracked by Wall St. Rank held ChargePoint as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.