Position in EVGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,364
+$1,130 QoQ
Shares Held
5,950
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 191 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in EVGO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $2,023,043 across 12 Specialty Retail names. EVGO ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
40,224 | $1,271,480 | |
| 2 | WSM |
Williams Sonoma Inc
|
1,877 | $437,528 | |
| 3 | CASY |
Caseys General Stores Inc
|
105 | $83,452 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
131 | $59,078 | |
| 5 | BBY |
Best Buy Co Inc
|
673 | $51,067 | |
| 6 | RH |
Rh
|
302 | $49,748 | |
| 7 | WINA |
Winmark Corp
|
70 | $29,615 | |
| 8 | EYE |
National Vision Holdings, Inc.
|
800 | $15,208 |
All Filings in EVGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,364 | 5,950 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,234 | 5,950 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,314 | 5,950 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $28,143 | 5,950 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $21,717 | 5,950 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $16,359 | 6,150 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,097 | 5,950 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,073 | 1,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,777 | 1,950 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,129 | 450 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,611 | 450 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $676 | 200 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $800 | 200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,074 | 1,550 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,928 | 1,550 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,260 | 1,550 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,055 | 5,500 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $71,051 | 5,525 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||