EverSource Wealth Advisors’s Eldorado Gold EGO Stock Holding History

EverSource Wealth Advisors’s Portfolio EGO Stock Details EGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Sell	9,447 -769	-8%	-$25K	0.01%	812
2026 Q1	$351K	Buy	10,216 +819	+9%	+$33.4K	0.01%	767
2025 Q4	$338K	Sell	9,397 -9	-0.1%	-$269	0.01%	709
2025 Q3	$272K	Buy	9,406 +908	+11%	+$21.4K	0.01%	769
2025 Q2	$173K	Sell	8,498 -124	-1%	-$2.41K	0.01%	923
2025 Q1	$145K	Sell	8,622 -41	-0.5%	-$616	0.01%	776
2024 Q4	$129K	Buy	8,663 +61	+0.7%	+$1.01K	0.01%	829
2024 Q3	$149K	Sell	8,602 -9,584	-53%	-$161K	0.01%	655
2024 Q2	$308K	Buy	18,186 +17,889	+6,023%	+$271K	0.02%	433
2024 Q1	$4.24K	Buy	+297	New	+$3.61K	﹤0.01%	2121

Other funds holding EGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's EGO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Eldorado Gold (EGO) stake by 7.5% in Q2 2026, selling an estimated $25K and leaving 9,447 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #812.

EverSource Wealth Advisors first reported a position in EGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $351K in Q1 2026. 239 funds tracked by Wall St. Rank hold EGO as of Q2 2026.

EverSource Wealth Advisors held 9,447 shares of Eldorado Gold worth $294K as of Q2 2026.
EverSource Wealth Advisors sold 769 Eldorado Gold shares in Q2 2026, an estimated $25K.
Eldorado Gold made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #812 holding.
EverSource Wealth Advisors first reported a position in Eldorado Gold in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Eldorado Gold position peaked at $351K in Q1 2026.
239 funds tracked by Wall St. Rank held Eldorado Gold as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.