EWA
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EverSource Wealth Advisors’s Gaia GAIA Stock Holding History

EverSource Wealth Advisors’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98 Sell
46
-4
-8% -$10 ﹤0.01% 4309
2026
Q1 		$139 Buy
+50
New +$165 ﹤0.01% 4235

Other funds holding GAIA

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Gaia (GAIA) stake by 8% in Q2 2026, selling an estimated $10 and leaving 46 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #4309.

EverSource Wealth Advisors first reported a position in GAIA in Q1 2026 and has held it in 2 quarters since. The position peaked at $139 in Q1 2026. 61 funds tracked by Wall St. Rank hold GAIA as of Q2 2026.

  • EverSource Wealth Advisors held 46 shares of Gaia worth $98 as of Q2 2026.
  • EverSource Wealth Advisors sold 4 Gaia shares in Q2 2026, an estimated $10.
  • Gaia made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4309 holding.
  • EverSource Wealth Advisors first reported a position in Gaia in Q1 2026 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Gaia position peaked at $139 in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Gaia as of Q2 2026.

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