Atria Wealth Solutions’s EVgo EVGO Stock Holding History

Atria Wealth Solutions’s Portfolio EVGO Stock Details EVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-49,733	Closed	-$132K	–	1589
2025 Q1	$132K	Sell	49,733 -17,375	-26%	-$53.8K	﹤0.01%	1776
2024 Q4	$272K	Sell	67,108 -256,895	-79%	-$1.63M	﹤0.01%	1621
2024 Q3	$1.34M	Sell	324,003 -6,868	-2%	-$26.2K	0.01%	807
2024 Q2	$811K	Buy	330,871 +8,940	+3%	+$18.3K	0.01%	994
2024 Q1	$808K	Buy	321,931 +33,563	+12%	+$87.1K	0.01%	1009
2023 Q4	$1.03M	Buy	288,368 +8,879	+3%	+$26.3K	0.01%	849
2023 Q3	$945K	Buy	279,489 +43,295	+18%	+$178K	0.01%	838
2023 Q2	$945K	Buy	236,194 +59,869	+34%	+$306K	0.01%	861
2023 Q1	$1.37M	Buy	176,325 +24,257	+16%	+$143K	0.02%	690
2022 Q4	$680K	Buy	152,068 +26,163	+21%	+$169K	0.01%	939
2022 Q3	$996K	Buy	125,905 +44,345	+54%	+$386K	0.02%	713
2022 Q2	$490K	Buy	81,560 +37,271	+84%	+$355K	0.01%	983
2022 Q1	$570K	Buy	+44,289	New	+$444K	0.01%	991

Other funds holding EVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return

J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return