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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
SCM
SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's EVGO Position: Q2 2025 in Review

Atria Wealth Solutions sold out of EVgo (EVGO) in Q2 2025, closing a stake of 49,733 shares — an estimated $132K sold.

Atria Wealth Solutions first reported a position in EVGO in Q1 2022 and held it in 13 quarters. The position peaked at $1.37M in Q1 2023. 208 funds tracked by Wall St. Rank hold EVGO as of Q2 2025.

  • Atria Wealth Solutions reported no remaining EVgo position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 49,733 EVgo shares in Q2 2025, an estimated $132K.
  • Atria Wealth Solutions first reported a position in EVgo in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's EVgo position peaked at $1.37M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held EVgo as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.