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Chargepoint Holdings

Q3 2025 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RMG Wealth Management LLC
NEW
Shares8
Change+8
Value$51
Filed 2026-08-13
Osaic Holdings, Inc.
CLOSED
Shares0 from 41,592
Change-41,592 (-100%)
Value$0 (-$25.4K)
Filed 2026-08-14
IFP Advisors, Inc
CLOSED
Shares0 from 2,485
Change-2,485 (-100%)
Value$0 (-$1.5K)
Filed 2026-07-20
Your Advocates Ltd., LLP
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$273)
Filed 2026-08-05
VSM Wealth Advisory, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$262)
Filed 2026-07-23
Global Retirement Partners, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$98)
Filed 2026-08-06
Blue Trust, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$55)
Filed 2026-07-21
Winthrop Capital Management, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-08-13
CWM, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Status
RMG Wealth Management LLC
NEW8—+8——$51—2026-08-13
Osaic Holdings, Inc.
CLOSED041,592-41,592-100%$25.4K$0-$25.4K2026-08-14
IFP Advisors, Inc
CLOSED02,485-2,485-100%$1.5K$0-$1.5K2026-07-20
Your Advocates Ltd., LLP
CLOSED025-25-100%$273$0-$2732026-08-05
VSM Wealth Advisory, LLC
CLOSED024-24-100%$262$0-$2622026-07-23
Global Retirement Partners, LLC
CLOSED09-9-100%$98$0-$982026-08-06
Blue Trust, Inc.
CLOSED05-5-100%$55$0-$552026-07-21
Winthrop Capital Management, LLC
CLOSED04-4-100%$0$0$02026-08-13
CWM, LLC
N/A—133-133-100%$1———
Showing 9 of 9 institutions