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Essential Partners’s EVgo EVGO Stock Holding History

Essential 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
Q3 		$18 Sell
14
-232
-94% -$358 ﹤0.01% 2820
2026
Q2 		$470 Sell
246
-8,511
-97% -$17.1K ﹤0.01% 2490
2026
Q1 		$15.1K Buy
8,757
+7,143
+443% +$19.1K 0.01% 1046
2025
Q4 		$4.7K Hold
1,614
– – ﹤0.01% 1456
2025
Q3 		$7.63K Hold
1,614
– – ﹤0.01% 1265
2025
Q2 		$5.89K Buy
+1,614
New +$5.53K ﹤0.01% 1010

Other funds holding EVGO

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's EVGO Position: Q3 2026 in Review

Essential Partners reduced its EVgo (EVGO) stake by 94% in Q3 2026, selling an estimated $358 and leaving 14 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Essential Partners first reported a position in EVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.1K in Q1 2026. 12 funds tracked by Wall St. Rank hold EVGO as of Q3 2026.

  • Essential Partners held 14 shares of EVgo worth $18 as of Q3 2026.
  • Essential Partners sold 232 EVgo shares in Q3 2026, an estimated $358.
  • EVgo made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2820 holding.
  • Essential Partners first reported a position in EVgo in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's EVgo position peaked at $15.1K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held EVgo as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.