Position in EVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,097
+$7,693 QoQ
Shares Held
24,135
+8.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 191 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EVGO Over Time
Shares Held
Position Value (USD)
Derivatives in EVGO
reported options exposure · as of Sep 30, 2023CallValue
$28
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $113,077,926 across 26 Specialty Retail names. EVGO ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
82,832 | $19,308,138 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
438,683 | $13,866,768 | |
| 3 | BBY |
Best Buy Co Inc
|
178,562 | $13,549,284 | |
| 4 | CASY |
Caseys General Stores Inc
|
14,832 | $11,788,325 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
41,746 | $9,468,410 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
18,825 | $8,489,698 | |
| 7 | FIVE |
Five Below, Inc
|
34,418 | $6,188,011 | |
| 8 | SBH |
Sally Beauty Holdings, Inc.
|
310,328 | $4,388,037 |
All Filings in EVGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,097 | 24,135 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,404 | 22,328 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $216,777 | 74,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $303,008 | 64,061 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $161,888 | 44,353 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $75,418 | 28,353 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $83,729 | 20,674 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $55,331 | 13,365 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $24,666 | 10,068 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $46,457 | 18,509 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $88,980 | 24,855 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28 | 600 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $137,609 | 40,713 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $16 | 600 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $189,872 | 47,468 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $419,826 | 53,893 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $244,312 | 54,656 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $458,708 | 57,991 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $343,976 | 57,234 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $711,543 | 55,330 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||