Creative Planning

Creative Planning’s EVgo EVGO Stock Holding History

Creative Planning’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	$38.4K	Sell	22,328 -52,166	-70%	-$139K	﹤0.01%	4011
2025 Q4	$217K	Buy	74,494 +10,433	+16%	+$37.9K	﹤0.01%	3488
2025 Q3	$303K	Buy	64,061 +19,708	+44%	+$76.4K	﹤0.01%	3135
2025 Q2	$162K	Buy	44,353 +16,000	+56%	+$54.8K	﹤0.01%	3306
2025 Q1	$75.4K	Buy	28,353 +7,679	+37%	+$23.8K	﹤0.01%	3293
2024 Q4	$83.7K	Buy	20,674 +7,309	+55%	+$46.5K	﹤0.01%	3179
2024 Q3	$55.3K	Buy	13,365 +3,297	+33%	+$12.6K	﹤0.01%	3085
2024 Q2	$24.7K	Sell	10,068 -8,441	-46%	-$17.3K	﹤0.01%	2976
2024 Q1	$46.5K	Sell	18,509 -6,346	-26%	-$16.5K	﹤0.01%	2789
2023 Q4	$89K	Sell	24,855 -15,858	-39%	-$47K	﹤0.01%	2587
2023 Q3	$138K	Sell	40,713 -6,755	-14%	-$27.8K	﹤0.01%	2337
2023 Q2	$190K	Sell	47,468 -6,425	-12%	-$32.8K	﹤0.01%	2229
2023 Q1	$420K	Sell	53,893 -763	-1%	-$4.49K	﹤0.01%	1584
2022 Q4	$244K	Sell	54,656 -3,335	-6%	-$21.6K	﹤0.01%	1875
2022 Q3	$459K	Buy	57,991 +757	+1%	+$6.59K	﹤0.01%	1386
2022 Q2	$344K	Buy	57,234 +1,904	+3%	+$18.1K	﹤0.01%	1523
2022 Q1	$712K	Buy	+55,330	New	+$555K	﹤0.01%	1148

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