Arete Wealth Advisors’s Everpure Inc P Stock Holding History

Arete Wealth Advisors’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,928	Closed	-$245K	–	811
2025 Q3	$245K	Sell	2,928 -769	-21%	-$51.1K	0.02%	668
2025 Q2	$213K	Buy	+3,697	New	+$184K	0.02%	682
2025 Q1	–	Sell	-3,815	Closed	-$235K	–	793
2024 Q4	$235K	Buy	+3,815	New	+$212K	0.02%	641
2024 Q3	–	Sell	-3,791	Closed	-$244K	–	799
2024 Q2	$244K	Buy	+3,791	New	+$219K	0.02%	592

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arete Wealth Advisors's P Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Everpure Inc (P) in Q4 2025, closing a stake of 2,928 shares — an estimated $245K sold.

Arete Wealth Advisors first reported a position in P in Q2 2024 and held it in 4 quarters. The position peaked at $245K in Q3 2025. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

Arete Wealth Advisors reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 2,928 Everpure Inc shares in Q4 2025, an estimated $245K.
Arete Wealth Advisors first reported a position in Everpure Inc in Q2 2024 and held it in 4 quarters.
Arete Wealth Advisors's Everpure Inc position peaked at $245K in Q3 2025.
788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.