EverSource Wealth Advisors’s GoHealth GOCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-128	Closed	-$192	–	4462
2026 Q1	$192	Buy	128 +14	+12%	+$27	﹤0.01%	4204
2025 Q4	$245	Buy	114 +67	+143%	+$229	﹤0.01%	4002
2025 Q3	$227	Buy	47 +37	+370%	+$202	﹤0.01%	4085
2025 Q2	$56	Sell	10 -5	-33%	-$40	﹤0.01%	4184
2025 Q1	$184	Buy	15 +11	+275%	+$168	﹤0.01%	3719
2024 Q4	$54	Sell	4 -1	-20%	-$11	﹤0.01%	3625
2024 Q3	$47	Hold	5	–	–	﹤0.01%	3008
2024 Q2	$66	Buy	+5	New	+$49	﹤0.01%	3016

Other funds holding GOCO

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of GoHealth (GOCO) in Q2 2026, closing a stake of 128 shares — an estimated $192 sold.

EverSource Wealth Advisors first reported a position in GOCO in Q2 2024 and held it in 8 quarters. The position peaked at $245 in Q4 2025. 2 funds tracked by Wall St. Rank hold GOCO as of Q2 2026.

EverSource Wealth Advisors reported no remaining GoHealth position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 128 GoHealth shares in Q2 2026, an estimated $192.
EverSource Wealth Advisors first reported a position in GoHealth in Q2 2024 and held it in 8 quarters.
EverSource Wealth Advisors's GoHealth position peaked at $245 in Q4 2025.
2 funds tracked by Wall St. Rank held GoHealth as of Q2 2026.

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