Wedbush Securities’s ChargePoint CHPT Stock Holding History

Wedbush Securities’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	-514	Closed	-$7K	–	1181
2025 Q2	$7K	Sell	514 -20	-4%	-$268	﹤0.01%	1155
2025 Q1	$6K	Sell	534 -160	-23%	-$2.67K	﹤0.01%	1110
2024 Q4	$15K	Sell	694 -7	-1%	-$173	﹤0.01%	1130
2024 Q3	$19K	Buy	+701	New	+$24.4K	﹤0.01%	1092
2024 Q2	–	Sell	-513	Closed	-$19K	–	1211
2024 Q1	$19K	Sell	513 -146	-22%	-$5.73K	﹤0.01%	1224
2023 Q4	$31K	Sell	659 -310	-32%	-$17.3K	﹤0.01%	1072
2023 Q3	$96K	Sell	969 -101	-9%	-$14.7K	﹤0.01%	999
2023 Q2	$188K	Sell	1,070 -111	-9%	-$19.5K	0.01%	946
2023 Q1	$247K	Buy	1,181 +67	+6%	+$14.6K	0.01%	830
2022 Q4	$212K	Sell	1,114 -8	-0.7%	-$1.94K	0.01%	885
2022 Q3	$331K	Buy	1,122 +297	+36%	+$90.1K	0.02%	674
2022 Q2	$226K	Buy	825 +56	+7%	+$15.5K	0.01%	880
2022 Q1	$306K	Buy	769 +6	+0.8%	+$1.85K	0.01%	781
2021 Q4	$291K	Buy	763 +170	+29%	+$75.3K	0.01%	883
2021 Q3	$237K	Buy	593 +63	+12%	+$29.3K	0.01%	980
2021 Q2	$368K	Buy	530 +25	+5%	+$13.2K	0.02%	759
2021 Q1	$270K	Buy	+505	New	+$341K	0.02%	858

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return