EverSource Wealth Advisors’s Golden Ocean Group GOGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,735	Closed	-$27.3K	–	4388
2025 Q2	$27.3K	Buy	3,735 +1,357	+57%	+$10.3K	﹤0.01%	2049
2025 Q1	$19K	Buy	2,378 +91	+4%	+$809	﹤0.01%	1714
2024 Q4	$20.5K	Sell	2,287 -647	-22%	-$6.97K	﹤0.01%	1609
2024 Q3	$39.3K	Sell	2,934 -6,236	-68%	-$77.5K	﹤0.01%	1168
2024 Q2	$114K	Buy	9,170 +8,791	+2,320%	+$121K	0.01%	749
2024 Q1	$5.34K	Buy	+379	New	+$4.35K	﹤0.01%	2026

Other funds holding GOGL

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

EverSource Wealth Advisors's GOGL Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Golden Ocean Group (GOGL) in Q3 2025, closing a stake of 3,735 shares — an estimated $27.3K sold.

EverSource Wealth Advisors first reported a position in GOGL in Q1 2024 and held it in 6 quarters. The position peaked at $114K in Q2 2024. 4 funds tracked by Wall St. Rank hold GOGL as of Q3 2025.

EverSource Wealth Advisors reported no remaining Golden Ocean Group position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 3,735 Golden Ocean Group shares in Q3 2025, an estimated $27.3K.
EverSource Wealth Advisors first reported a position in Golden Ocean Group in Q1 2024 and held it in 6 quarters.
EverSource Wealth Advisors's Golden Ocean Group position peaked at $114K in Q2 2024.
4 funds tracked by Wall St. Rank held Golden Ocean Group as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.