Western Wealth Management
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Western Wealth Management’s ChargePoint CHPT Stock Holding History

Western Wealth Management’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
-619
Closed -$8.71K – 769
2025
Q2 		$8.71K Sell
619
-10
-2% -$134 ﹤0.01% 723
2025
Q1 		$7.61K Sell
629
-75
-11% -$1.25K ﹤0.01% 677
2024
Q4 		$15.1K Sell
704
-25
-3% -$619 ﹤0.01% 752
2024
Q3 		$20K Hold
729
– – ﹤0.01% 742
2024
Q2 		$22K Sell
729
-66
-8% -$2.15K ﹤0.01% 649
2024
Q1 		$30.2K Buy
795
+98
+14% +$3.84K ﹤0.01% 639
2023
Q4 		$32.6K Buy
697
+155
+29% +$8.67K ﹤0.01% 688
2023
Q3 		$53.9K Buy
542
+7
+1% +$1.01K ﹤0.01% 643
2023
Q2 		$94K Buy
+535
New +$93.8K 0.01% 629
2022
Q4 		– Sell
-823
Closed -$243K – 632
2022
Q3 		$243K Buy
823
+32
+4% +$9.71K 0.01% 698
2022
Q2 		$217K Buy
791
+56
+8% +$15.5K 0.01% 713
2022
Q1 		$292K Buy
+735
New +$227K 0.01% 684

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 40.89% 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

Western Wealth Management's CHPT Position: Q3 2025 in Review

Western Wealth Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 619 shares — an estimated $8.71K sold.

Western Wealth Management first reported a position in CHPT in Q1 2022 and held it in 12 quarters. The position peaked at $292K in Q1 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Western Wealth Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Western Wealth Management sold 619 ChargePoint shares in Q3 2025, an estimated $8.71K.
  • Western Wealth Management first reported a position in ChargePoint in Q1 2022 and held it in 12 quarters.
  • Western Wealth Management's ChargePoint position peaked at $292K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.