Elyxium Wealth
EG icon

Elyxium Wealth’s Everest Group EG Stock Holding History

Elyxium Wealth’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 		$258K Buy
707
+30
+4% +$11.2K 0.03% 246
2026
Q2 		$242K Buy
+677
New +$232K 0.03% 254
2026
Q1 		– Sell
-15
Closed -$4.96K – 473
2025
Q4 		$4.96K Buy
+15
New +$4.95K ﹤0.01% 945

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Elyxium Wealth's EG Position: Q3 2026 in Review

Elyxium Wealth increased its Everest Group (EG) stake by 4.4% in Q3 2026, buying an estimated $11.2K and bringing the position to 707 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #246.

Elyxium Wealth first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Elyxium Wealth held 707 shares of Everest Group worth $258K as of Q3 2026.
  • Elyxium Wealth bought 30 Everest Group shares in Q3 2026, an estimated $11.2K.
  • Everest Group made up 0.03% of Elyxium Wealth's portfolio in Q3 2026, its #246 holding.
  • Elyxium Wealth first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.