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Wealthspire Advisors (New York)’s ChargePoint CHPT Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-14
Closed -$153 – 1364
2025
Q3 		$153 Buy
+14
New +$160 ﹤0.01% 2971

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s CHPT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ChargePoint (CHPT) in Q4 2025, closing a stake of 14 shares — an estimated $153 sold.

Wealthspire Advisors (New York) first reported a position in CHPT in Q3 2025 and held it in 1 quarter. The position peaked at $153 in Q3 2025. 144 funds tracked by Wall St. Rank hold CHPT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ChargePoint position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 14 ChargePoint shares in Q4 2025, an estimated $153.
  • Wealthspire Advisors (New York) first reported a position in ChargePoint in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ChargePoint position peaked at $153 in Q3 2025.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.