Sax Wealth Advisors
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Sax Wealth Advisors’s EVgo EVGO Stock Holding History

Sax Wealth Advisors’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 		$15.4K Buy
+12,238
New +$18.9K ﹤0.01% 748

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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Sax Wealth Advisors's EVGO Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in EVgo (EVGO) in Q3 2026: 12,238 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings.

12 funds tracked by Wall St. Rank hold EVGO as of Q3 2026.

  • Sax Wealth Advisors held 12,238 shares of EVgo worth $15.4K as of Q3 2026.
  • EVgo was a new Sax Wealth Advisors position in Q3 2026.
  • EVgo made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #748 holding.
  • 12 funds tracked by Wall St. Rank held EVgo as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.