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Forteris Wealth Management’s EOG Resources EOG Stock Holding History

Forteris Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,915
Closed -$277K – 70
2026
Q1 		$277K Buy
+1,915
New +$232K 0.27% 61

Other funds holding EOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Forteris Wealth Management's EOG Position: Q2 2026 in Review

Forteris Wealth Management sold out of EOG Resources (EOG) in Q2 2026, closing a stake of 1,915 shares — an estimated $277K sold.

Forteris Wealth Management first reported a position in EOG in Q1 2026 and held it in 1 quarter. The position peaked at $277K in Q1 2026. 962 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • Forteris Wealth Management reported no remaining EOG Resources position as of Q2 2026 after selling out during the quarter.
  • Forteris Wealth Management sold 1,915 EOG Resources shares in Q2 2026, an estimated $277K.
  • Forteris Wealth Management first reported a position in EOG Resources in Q1 2026 and held it in 1 quarter.
  • Forteris Wealth Management's EOG Resources position peaked at $277K in Q1 2026.
  • 962 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.