True Wealth Design
EVGO icon

True Wealth Design’s EVgo EVGO Stock Holding History

True Wealth Design’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 		– Sell
-167
Closed -$319 – 2645
2026
Q2 		$319 Buy
167
+100
+149% +$201 ﹤0.01% 2336
2026
Q1 		$116 Sell
67
-33
-33% -$88 ﹤0.01% 2442
2025
Q4 		$291 Hold
100
– – ﹤0.01% 2130
2025
Q3 		$473 Hold
100
– – ﹤0.01% 2026
2025
Q2 		$365 Sell
100
-29
-22% -$99 ﹤0.01% 1863
2025
Q1 		$344 Buy
+129
New +$400 ﹤0.01% 1719

Other funds holding EVGO

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Fullerton Advisors
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Sage Investment Advisers
Sage Investment Advisers Wappingers Falls, New York $154M AUM 13.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

True Wealth Design's EVGO Position: Q3 2026 in Review

True Wealth Design sold out of EVgo (EVGO) in Q3 2026, closing a stake of 167 shares — an estimated $319 sold.

True Wealth Design first reported a position in EVGO in Q1 2025 and held it in 6 quarters. The position peaked at $473 in Q3 2025. 23 funds tracked by Wall St. Rank hold EVGO as of Q3 2026.

  • True Wealth Design reported no remaining EVgo position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 167 EVgo shares in Q3 2026, an estimated $319.
  • True Wealth Design first reported a position in EVgo in Q1 2025 and held it in 6 quarters.
  • True Wealth Design's EVgo position peaked at $473 in Q3 2025.
  • 23 funds tracked by Wall St. Rank held EVgo as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.