AWM
ECG

AE Wealth Management’s Everus Construction Group ECG Stock Holding History

AE Wealth Management’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Buy
+1,383
New +$203K ﹤0.01% 1637

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Invesco
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Geode Capital Management
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WA
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
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AE Wealth Management's ECG Position: Q2 2026 in Review

AE Wealth Management opened a new position in Everus Construction Group (ECG) in Q2 2026: 1,383 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1637 among its holdings.

536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • AE Wealth Management held 1,383 shares of Everus Construction Group worth $230K as of Q2 2026.
  • Everus Construction Group was a new AE Wealth Management position in Q2 2026.
  • Everus Construction Group made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1637 holding.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.