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Planning Strategies Inc.’s ChargePoint CHPT Stock Holding History

Planning Strategies Inc.’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 		$12 Buy
+2
New +$13 ﹤0.01% 1066

Other funds holding CHPT

HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $73M AUM 37.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Planning Strategies Inc.'s CHPT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in ChargePoint (CHPT) in Q2 2026: 2 shares worth $12. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

36 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of ChargePoint worth $12 as of Q2 2026.
  • ChargePoint was a new Planning Strategies Inc. position in Q2 2026.
  • ChargePoint made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1066 holding.
  • 36 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.