AWA
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Arete Wealth Advisors’s Everest Group EG Stock Holding History

Arete Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$353K Sell
1,039
-189
-15% -$64.2K 0.03% 514
2025
Q1 		$446K Buy
1,228
+345
+39% +$125K 0.03% 422
2024
Q4 		$320K Buy
+883
New +$320K 0.02% 533