EverSource Wealth Advisors’s American Express Global Business Travel GBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61K	Buy	278 +184	+196%	+$1.49K	﹤0.01%	3610
2026 Q1	$525	Sell	94 -47	-33%	-$292	﹤0.01%	4053
2025 Q4	$1.08K	Sell	141 -53	-27%	-$411	﹤0.01%	3688
2025 Q3	$1.57K	Sell	194 -7	-3%	-$52	﹤0.01%	3594
2025 Q2	$1.27K	Buy	201 +24	+14%	+$154	﹤0.01%	3669
2025 Q1	$1.28K	Buy	177 +122	+222%	+$1.03K	﹤0.01%	3135
2024 Q4	$510	Buy	+55	New	+$469	﹤0.01%	3194

Other funds holding GBTG

American Express New York $1.48B AUM 49.05% 1-Year Est. Return

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

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its American Express Global Business Travel (GBTG) stake by 196% in Q2 2026, buying an estimated $1.49K and bringing the position to 278 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

EverSource Wealth Advisors first reported a position in GBTG in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold GBTG as of Q2 2026.

EverSource Wealth Advisors held 278 shares of American Express Global Business Travel worth $2.61K as of Q2 2026.
EverSource Wealth Advisors bought 184 American Express Global Business Travel shares in Q2 2026, an estimated $1.49K.
American Express Global Business Travel made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3610 holding.
EverSource Wealth Advisors first reported a position in American Express Global Business Travel in Q4 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q2 2026.

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