Concentrum Wealth Management’s Everpure Inc P Stock Holding History

Concentrum Wealth Management’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
2026 Q3	$231K	Buy	+1,769	New	+$167K	0.05%	117

Other funds holding P

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Concentrum Wealth Management's P Position: Q3 2026 in Review

Concentrum Wealth Management opened a new position in Everpure Inc (P) in Q3 2026: 1,769 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

490 funds tracked by Wall St. Rank hold P as of Q3 2026.

Concentrum Wealth Management held 1,769 shares of Everpure Inc worth $231K as of Q3 2026.
Everpure Inc was a new Concentrum Wealth Management position in Q3 2026.
Everpure Inc made up 0.05% of Concentrum Wealth Management's portfolio in Q3 2026, its #117 holding.
490 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.