Avion Wealth’s EVgo EVGO Stock Holding History

Avion Wealth’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
2026 Q1	$1K	Hold	1,000	–	–	﹤0.01%	1016
2025 Q4	$2K	Buy	1,000 +450	+82%	+$1.64K	﹤0.01%	862
2025 Q3	$2K	Hold	550	–	–	﹤0.01%	849
2025 Q2	$2K	Hold	550	–	–	﹤0.01%	801
2025 Q1	$2K	Hold	550	–	–	﹤0.01%	705
2024 Q4	$2K	Hold	550	–	–	﹤0.01%	702
2024 Q3	$2K	Hold	550	–	–	﹤0.01%	671
2024 Q2	$1K	Sell	550 -207	-27%	-$424	﹤0.01%	724
2024 Q1	$2K	Buy	757 +207	+38%	+$537	﹤0.01%	673
2023 Q4	$2K	Hold	550	–	–	﹤0.01%	558
2023 Q3	$1K	Hold	550	–	–	﹤0.01%	620
2023 Q2	$2K	Buy	550 +250	+83%	+$1.28K	﹤0.01%	467
2023 Q1	$1K	Hold	300	–	–	﹤0.01%	436
2022 Q4	$2K	Hold	300	–	–	﹤0.01%	378
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	392
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	394
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	302
2021 Q4	$3K	Buy	+300	New	+$3.28K	﹤0.01%	315

Other funds holding EVGO

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 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

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