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Evernest Financial Advisors’s AmpliTech AMPG Stock Holding History

Evernest Financial Advisors’s Portfolio AMPG Stock Details AMPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-74,000
Closed -$229K – 181
2025
Q4 		$229K Buy
+74,000
New +$250K 0.05% 165

Other funds holding AMPG

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CDMG
Creek Drive Management Group San Francisco, California $439M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Evernest Financial Advisors's AMPG Position: Q1 2026 in Review

Evernest Financial Advisors sold out of AmpliTech (AMPG) in Q1 2026, closing a stake of 74,000 shares — an estimated $229K sold.

Evernest Financial Advisors first reported a position in AMPG in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 38 funds tracked by Wall St. Rank hold AMPG as of Q1 2026.

  • Evernest Financial Advisors reported no remaining AmpliTech position as of Q1 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 74,000 AmpliTech shares in Q1 2026, an estimated $229K.
  • Evernest Financial Advisors first reported a position in AmpliTech in Q4 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's AmpliTech position peaked at $229K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held AmpliTech as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.