Geneos Wealth Management Inc. Charge Point Holdings, Inc. Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Charge Point Holdings, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,314 shares of CHPT stock, worth $1,537. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,314

Previous 1,314 -0.0%

Holding current value

$1,537

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$1.26 - $1.91 $183 - $278	-146 Reduced 10.0%	1,314 $1,000
Q1 2024 May 03, 2024	BUY	$1.65 - $2.32 $155 - $218	94 Added 6.88%	1,460 $2,000
Q4 2023 Jan 26, 2024	SELL	$1.86 - $4.75 $46,782 - $119,472	-25,152 Reduced 94.85%	1,366 $3,000
Q3 2023 Oct 11, 2023	BUY	$4.85 - $9.02 $59,237 - $110,170	12,214 Added 85.39%	26,518 $131,000
Q2 2023 Aug 08, 2023	BUY	$7.36 - $10.31 $98,587 - $138,102	13,395 Added 1473.6%	14,304 $125,000
Q1 2023 Apr 25, 2023	SELL	$8.91 - $13.38 $79,664 - $119,630	-8,941 Reduced 90.77%	909 $9,000
Q4 2022 Jan 30, 2023	BUY	$8.25 - $16.31 $73,763 - $145,827	8,941 Added 983.61%	9,850 $93,000
Q3 2022 Nov 14, 2022	SELL	$11.34 - $19.25 $136,828 - $232,270	-12,066 Reduced 92.99%	909 $13,000
Q2 2022 Jul 22, 2022	BUY	$8.95 - $20.54 $103,658 - $237,894	11,582 Added 831.44%	12,975 $177,000
Q1 2022 May 16, 2022	SELL	$11.45 - $19.88 $13,339 - $23,160	-1,165 Reduced 45.54%	1,393 $27,000
Q4 2021 Feb 09, 2022	BUY	$17.76 - $27.69 $5,256 - $8,196	296 Added 13.09%	2,558 $48,000
Q3 2021 Nov 09, 2021	BUY	$19.91 - $32.98 $18,098 - $29,978	909 Added 67.18%	2,262 $43,000
Q2 2021 Jul 08, 2021	BUY	$20.2 - $35.69 $2,565 - $4,532	127 Added 10.36%	1,353 $43,000
Q1 2021 Jun 17, 2021	BUY	$20.21 - $44.5 $2,021 - $4,450	100 Added 8.88%	1,226 $31,000
Q4 2020 May 19, 2021	BUY	$13.23 - $46.1 $14,896 - $51,908	1,126 New	1,126 $23,000

Others Institutions Holding CHPT

# of Institutions

386

Shares Held

189M

Call Options Held

35.8M

Put Options Held

15.5M

View Full List

About ChargePoint Holdings, Inc.

Ticker CHPT
Exchange NYSE
Sector Consumer Cyclical
Industry Specialty Retail
Shares Outstandng 339,868,000
Market Cap $398M
Description
ChargePoint Holdings, Inc. provides electric vehicle (EV) charging networks and charging solutions in the United States and internationally. It offers a portfolio of hardware, software, and services for commercial, fleet, and residential customers. The company was founded in 2007 and is headquartered in Campbell, California.

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Geneos Wealth Management Inc. Charge Point Holdings, Inc. Transaction History