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Wealth Preservation Advisors’s ChargePoint CHPT Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-15
Closed -$73 – 237
2026
Q1 		$73 Hold
15
– – ﹤0.01% 956
2025
Q4 		$100 Hold
15
– – ﹤0.01% 599
2025
Q3 		$164 Hold
15
– – ﹤0.01% 564
2025
Q2 		$211 Hold
15
– – ﹤0.01% 564
2025
Q1 		$182 Buy
+15
New +$250 ﹤0.01% 545

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealth Preservation Advisors's CHPT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of ChargePoint (CHPT) in Q2 2026, closing a stake of 15 shares — an estimated $73 sold.

Wealth Preservation Advisors first reported a position in CHPT in Q1 2025 and held it in 5 quarters. The position peaked at $211 in Q2 2025. 162 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining ChargePoint position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 15 ChargePoint shares in Q2 2026, an estimated $73.
  • Wealth Preservation Advisors first reported a position in ChargePoint in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's ChargePoint position peaked at $211 in Q2 2025.
  • 162 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.