Position in EVGO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,775
+$475 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 191 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVGO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Golden State Wealth Management, LLC holds $420,673 across 14 Specialty Retail names. EVGO ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
531 | $239,470 | |
| 2 | CASY |
Caseys General Stores Inc
|
56 | $44,508 | |
| 3 | RH |
Rh
|
176 | $28,992 | |
| 4 | WSM |
Williams Sonoma Inc
|
111 | $25,874 | |
| 5 | SBH |
Sally Beauty Holdings, Inc.
|
1,383 | $19,555 | |
| 6 | MUSA |
Murphy USA Inc.
|
33 | $17,782 | |
| 7 | FIVE |
Five Below, Inc
|
67 | $12,045 | |
| 8 | BBWI |
Bath & Body Works, Inc.
|
471 | $10,894 |
All Filings in EVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,775 | 2,500 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,300 | 2,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,275 | 2,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,825 | 2,500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,125 | 2,500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,650 | 2,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,125 | 2,500 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||