Geneos Wealth Management’s EVgo EVGO Stock Holding History

Geneos Wealth Management’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	$11.4K	Hold	5,950	–	–	﹤0.01%	1981
2026 Q1	$10.2K	Hold	5,950	–	–	﹤0.01%	1978
2025 Q4	$17.3K	Hold	5,950	–	–	﹤0.01%	1781
2025 Q3	$28.1K	Hold	5,950	–	–	﹤0.01%	1595
2025 Q2	$21.7K	Hold	5,950	–	–	﹤0.01%	1988
2025 Q1	$15.8K	Hold	5,950	–	–	﹤0.01%	2054
2024 Q4	$24.1K	Buy	5,950 +4,000	+205%	+$25.4K	﹤0.01%	1635
2024 Q3	$8.07K	Hold	1,950	–	–	﹤0.01%	1914
2024 Q2	$4.78K	Buy	1,950 +1,500	+333%	+$3.07K	﹤0.01%	1733
2024 Q1	$1.13K	Hold	450	–	–	﹤0.01%	1994
2023 Q4	$1.61K	Buy	450 +250	+125%	+$740	﹤0.01%	1955
2023 Q3	$676	Hold	200	–	–	﹤0.01%	2073
2023 Q2	$800	Sell	200 -1,350	-87%	-$6.89K	﹤0.01%	2038
2023 Q1	$12.1K	Hold	1,550	–	–	﹤0.01%	1498
2022 Q4	$6.93K	Hold	1,550	–	–	﹤0.01%	1632
2022 Q3	$12K	Sell	1,550 -3,950	-72%	-$34.4K	﹤0.01%	1462
2022 Q2	$30K	Sell	5,500 -25	-0.5%	-$238	﹤0.01%	1492
2022 Q1	$71K	Buy	+5,525	New	+$55.4K	﹤0.01%	1220

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Geneos Wealth Management's EVGO Position: Q2 2026 in Review

Geneos Wealth Management held its EVgo (EVGO) position steady in Q2 2026 at 5,950 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Geneos Wealth Management first reported a position in EVGO in Q1 2022 and has held it in 18 quarters since. The position peaked at $71K in Q1 2022. 192 funds tracked by Wall St. Rank hold EVGO as of Q2 2026.

Geneos Wealth Management held 5,950 shares of EVgo worth $11.4K as of Q2 2026.
Geneos Wealth Management left its EVgo share count unchanged in Q2 2026.
EVgo made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1981 holding.
Geneos Wealth Management first reported a position in EVgo in Q1 2022 and has held it in 18 quarters since.
Geneos Wealth Management's EVgo position peaked at $71K in Q1 2022.
192 funds tracked by Wall St. Rank held EVgo as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.