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 Q2	$1K	Hold	1,000	–	–	﹤0.01%	1226
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

SCM

SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Avion Wealth's EVGO Position: Q2 2026 in Review

Avion Wealth held its EVgo (EVGO) position steady in Q2 2026 at 1,000 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Avion Wealth first reported a position in EVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q1 2022. 192 funds tracked by Wall St. Rank hold EVGO as of Q2 2026.

Avion Wealth held 1,000 shares of EVgo worth $1K as of Q2 2026.
Avion Wealth left its EVgo share count unchanged in Q2 2026.
EVgo made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1226 holding.
Avion Wealth first reported a position in EVgo in Q4 2021 and has held it in 19 quarters since.
Avion Wealth's EVgo position peaked at $4K in Q1 2022.
192 funds tracked by Wall St. Rank held EVgo as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.