Ballentine Partners’s EVgo EVGO Stock Holding History

Ballentine Partners’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	–	Sell	-13,765	Closed	-$40.1K	–	1043
2025 Q4	$40.1K	Buy	13,765 +2,331	+20%	+$8.47K	﹤0.01%	998
2025 Q3	$54.1K	Buy	11,434 +184	+2%	+$713	﹤0.01%	1000
2025 Q2	$41.1K	Sell	11,250 -632	-5%	-$2.16K	﹤0.01%	973
2025 Q1	$31.6K	Buy	+11,882	New	+$36.8K	﹤0.01%	900

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

SFM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

SCM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Ballentine Partners's EVGO Position: Q1 2026 in Review

Ballentine Partners sold out of EVgo (EVGO) in Q1 2026, closing a stake of 13,765 shares — an estimated $40.1K sold.

Ballentine Partners first reported a position in EVGO in Q1 2025 and held it in 4 quarters. The position peaked at $54.1K in Q3 2025. 190 funds tracked by Wall St. Rank hold EVGO as of Q1 2026.

Ballentine Partners reported no remaining EVgo position as of Q1 2026 after selling out during the quarter.
Ballentine Partners sold 13,765 EVgo shares in Q1 2026, an estimated $40.1K.
Ballentine Partners first reported a position in EVgo in Q1 2025 and held it in 4 quarters.
Ballentine Partners's EVgo position peaked at $54.1K in Q3 2025.
190 funds tracked by Wall St. Rank held EVgo as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.