EverSource Wealth Advisors’s GreenTree Hospitality GHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-51	Closed	-$64	–	4457
2026 Q1	$64	Sell	51 -58	-53%	-$84	﹤0.01%	4309
2025 Q4	$184	Sell	109 -240	-69%	-$460	﹤0.01%	4036
2025 Q3	$768	Buy	349 +306	+712%	+$678	﹤0.01%	3834
2025 Q2	$88	Buy	+43	New	+$90	﹤0.01%	4143

Other funds holding GHG

GCM

Genus Capital Management Vancouver, British Columbia, Canada $1.02B AUM 88.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of GreenTree Hospitality (GHG) in Q2 2026, closing a stake of 51 shares — an estimated $64 sold.

EverSource Wealth Advisors first reported a position in GHG in Q2 2025 and held it in 4 quarters. The position peaked at $768 in Q3 2025. 4 funds tracked by Wall St. Rank hold GHG as of Q2 2026.

EverSource Wealth Advisors reported no remaining GreenTree Hospitality position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 51 GreenTree Hospitality shares in Q2 2026, an estimated $64.
EverSource Wealth Advisors first reported a position in GreenTree Hospitality in Q2 2025 and held it in 4 quarters.
EverSource Wealth Advisors's GreenTree Hospitality position peaked at $768 in Q3 2025.
4 funds tracked by Wall St. Rank held GreenTree Hospitality as of Q2 2026.

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