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Core Wealth Management, Inc.

SEC CIK
0001965150
Latest filing
Jul 29, 2026

CHPT holding history

ChargePoint Holdings, Inc. in every 13F filed by Core Wealth Management, Inc., 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2023
Holdings of CHPT by Core Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,097−100.0%Sold outConverted for a 1-for-20 splitHolders
Q2 202521,931$15.4K<0.1%00.0%UnchangedHolders
Q1 202521,931$13.3K<0.1%00.0%UnchangedHolders
Q4 202421,931$23.5K<0.1%00.0%UnchangedHolders
Q3 202421,931$33.1K<0.1%00.0%UnchangedHolders
Q2 202421,931$33.1K<0.1%00.0%UnchangedHolders
Q1 202421,931$41.7K<0.1%+1,916+9.6%AddedHolders
Q4 202320,015$46.8K<0.1%+6,380+46.8%AddedHolders
Q3 202313,635$67.8K<0.1%00.0%UnchangedHolders
Q2 202313,635$119.9K0.1%00.0%UnchangedHolders
Q1 202313,635$142.8K0.1%+13,635NewHolders