Cassaday & Co Wealth Management LLC
Position in CHPT — ChargePoint Holdings, Inc.
CIK 1963612
MCLEAN, VA
Position in CHPT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$230
+$22 QoQ
Shares Held
39
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 161 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHPT Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $742 across 4 Specialty Retail names. CHPT ranks #1 (31.0% of the industry book) .
All Filings in CHPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230 | 39 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $208 | 43 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||