Carson Wealth (CWM LLC)
EVGO icon

Carson Wealth (CWM LLC)’s EVgo EVGO Stock Holding History

Carson Wealth (CWM LLC)’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 		$19.1K Sell
11,134
-18,682
-63% -$49.9K ﹤0.01% 4443
2025
Q4 		$87K Sell
29,816
-1,046
-3% -$3.8K ﹤0.01% 3173
2025
Q3 		$146K Sell
30,862
-361
-1% -$1.4K ﹤0.01% 2690
2025
Q2 		$114K Sell
31,223
-3,374
-10% -$11.6K ﹤0.01% 2597
2025
Q1 		$92K Buy
34,597
+32,446
+1,508% +$100K ﹤0.01% 2485
2024
Q4 		$9K Buy
2,151
+215
+11% +$1.37K ﹤0.01% 3920
2024
Q3 		$8K Buy
1,936
+1,475
+320% +$5.64K ﹤0.01% 3884
2024
Q2 		$1K Buy
461
+211
+84% +$432 ﹤0.01% 4376
2024
Q1 		$1K Buy
250
+50
+25% +$130 ﹤0.01% 4130
2023
Q4 		$1K Hold
200
– – ﹤0.01% 3949
2023
Q3 		$1K Sell
200
-939
-82% -$3.87K ﹤0.01% 3972
2023
Q2 		$5K Sell
1,139
-378
-25% -$1.93K ﹤0.01% 3432
2023
Q1 		$12K Buy
1,517
+200
+15% +$1.18K ﹤0.01% 2845
2022
Q4 		$6K Buy
1,317
+1,217
+1,217% +$7.87K ﹤0.01% 3069
2022
Q3 		$1K Buy
+100
New +$871 ﹤0.01% 3644
2022
Q1 		– Sell
-50
Closed – – 3613
2021
Q4 		$0 Buy
+50
New +$547 ﹤0.01% 3531

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 $3.38T AUM 44.17% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVGO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its EVgo (EVGO) stake by 63% in Q1 2026, selling an estimated $49.9K and leaving 11,134 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4443.

Carson Wealth (CWM LLC) first reported a position in EVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $146K in Q3 2025. 190 funds tracked by Wall St. Rank hold EVGO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,134 shares of EVgo worth $19.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 18,682 EVgo shares in Q1 2026, an estimated $49.9K.
  • EVgo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4443 holding.
  • Carson Wealth (CWM LLC) first reported a position in EVgo in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s EVgo position peaked at $146K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held EVgo as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.