EWP
EG icon

Elevation Wealth Partners’s Everest Group EG Stock Holding History

Elevation Wealth Partners’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15K Buy
41
+17
+71% +$6.36K ﹤0.01% 758
2026
Q2 		$8.57K Buy
24
+21
+700% +$7.19K ﹤0.01% 858
2026
Q1 		$981 Buy
+3
New +$987 ﹤0.01% 998
2025
Q4 		– Sell
-3
Closed -$1.05K – 977
2025
Q3 		$1.05K Buy
+3
New +$1.01K ﹤0.01% 745

Other funds holding EG

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's EG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Everest Group (EG) stake by 71% in Q3 2026, buying an estimated $6.36K and bringing the position to 41 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Elevation Wealth Partners first reported a position in EG in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Elevation Wealth Partners held 41 shares of Everest Group worth $15K as of Q3 2026.
  • Elevation Wealth Partners bought 17 Everest Group shares in Q3 2026, an estimated $6.36K.
  • Everest Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #758 holding.
  • Elevation Wealth Partners first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.