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Axim Planning & Wealth’s EVgo EVGO Stock Holding History

Axim Planning & 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 		– Sell
-11,970
Closed -$20.6K – 94
2026
Q1 		$20.6K Buy
+11,970
New +$32K 0.03% 84

Other funds holding EVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Axim Planning & Wealth's EVGO Position: Q2 2026 in Review

Axim Planning & Wealth sold out of EVgo (EVGO) in Q2 2026, closing a stake of 11,970 shares — an estimated $20.6K sold.

Axim Planning & Wealth first reported a position in EVGO in Q1 2026 and held it in 1 quarter. The position peaked at $20.6K in Q1 2026. 192 funds tracked by Wall St. Rank hold EVGO as of Q2 2026.

  • Axim Planning & Wealth reported no remaining EVgo position as of Q2 2026 after selling out during the quarter.
  • Axim Planning & Wealth sold 11,970 EVgo shares in Q2 2026, an estimated $20.6K.
  • Axim Planning & Wealth first reported a position in EVgo in Q1 2026 and held it in 1 quarter.
  • Axim Planning & Wealth's EVgo position peaked at $20.6K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held EVgo as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.