EWS
LAZR

Evergreen Wealth Solutions’s Luminar Technologies LAZR Stock Holding History

Evergreen Wealth Solutions’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,032
Closed -$36.4K – 228
2025
Q3 		$36.4K Hold
19,032
– – 0.02% 130
2025
Q2 		$54.6K Buy
+19,032
New +$72.4K 0.03% 115
2024
Q4 		– Sell
-1,333
Closed -$18K – 111
2024
Q3 		$18K Hold
1,333
– – 0.01% 110
2024
Q2 		$29.8K Hold
1,333
– – 0.02% 113
2024
Q1 		$39.4K Buy
+1,333
New +$48.6K 0.03% 119

Other funds holding LAZR

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Evergreen Wealth Solutions's LAZR Position: Q4 2025 in Review

Evergreen Wealth Solutions sold out of Luminar Technologies (LAZR) in Q4 2025, closing a stake of 19,032 shares — an estimated $36.4K sold.

Evergreen Wealth Solutions first reported a position in LAZR in Q1 2024 and held it in 5 quarters. The position peaked at $54.6K in Q2 2025. 18 funds tracked by Wall St. Rank hold LAZR as of Q4 2025.

  • Evergreen Wealth Solutions reported no remaining Luminar Technologies position as of Q4 2025 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 19,032 Luminar Technologies shares in Q4 2025, an estimated $36.4K.
  • Evergreen Wealth Solutions first reported a position in Luminar Technologies in Q1 2024 and held it in 5 quarters.
  • Evergreen Wealth Solutions's Luminar Technologies position peaked at $54.6K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2025, filed 18 Feb 2026.