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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CHPT holding history

ChargePoint Holdings, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHPT overviewAll 13F holders of CHPTFull Q2 2026 holdings

Shares (Q2 2026)
15,636
Value
$92.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CHPT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,636$92.4K<0.1%−690−4.2%ReducedHolders
Q1 202616,326$79.3K<0.1%+630+4.0%AddedHolders
Q4 202515,696$104.2K<0.1%+15,696NewHolders
Q3 20250$00.0%−15,485−100.0%Sold outConverted for a 1-for-20 splitHolders
Q2 2025309,693$217.8K<0.1%+275,523+806.3%AddedHolders
Q1 202534,170$20.7K<0.1%−44,582−56.6%ReducedHolders
Q4 202478,752$84.3K<0.1%−126,256−61.6%ReducedHolders
Q3 2024205,008$280.9K<0.1%+16,645+8.8%AddedHolders
Q2 2024188,363$284.4K<0.1%+113,699+152.3%AddedHolders
Q1 202474,664$141.9K<0.1%+16,430+28.2%AddedHolders
Q4 202358,234$136.3K<0.1%−2,895−4.7%ReducedHolders
Q3 202361,129$303.8K<0.1%−5,749−8.6%ReducedHolders
Q2 202366,878$587.9K<0.1%+8,333+14.2%AddedHolders
Q1 202358,545$613.0K<0.1%−12,498−17.6%ReducedHolders
Q4 202271,043$677.0K<0.1%+16,692+30.7%AddedHolders
Q3 202254,351$802.0K<0.1%+11,307+26.3%AddedHolders
Q2 202243,044$589.0K<0.1%+28,465+195.2%AddedHolders
Q1 202214,579$290.0K<0.1%+14,579NewHolders
Q4 20210$00.0%−11,618−100.0%Sold outHolders
Q3 202111,618$232.0K<0.1%+163+1.4%AddedHolders
Q2 202111,455$398.0K<0.1%−5,128−30.9%ReducedHolders
Q1 202116,583$443.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.