Forza Wealth Management
ECG icon

Forza Wealth Management’s Everus Construction Group ECG Stock Holding History

Forza Wealth Management’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$601K Hold
5,116
– – 0.17% 118
2026
Q2 		$849K Hold
5,116
– – 0.26% 87
2026
Q1 		$604K Hold
5,116
– – 0.21% 115
2025
Q4 		$438K Hold
5,116
– – 0.16% 130
2025
Q3 		$439K Hold
5,116
– – 0.17% 131
2025
Q2 		$325K Buy
+5,116
New +$259K 0.13% 150
2025
Q1 		– Sell
-5,116
Closed -$336K – 184
2024
Q4 		$336K Buy
+5,116
New +$322K 0.15% 143

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Forza Wealth Management's ECG Position: Q3 2026 in Review

Forza Wealth Management held its Everus Construction Group (ECG) position steady in Q3 2026 at 5,116 shares worth $601K. The position accounts for 0.17% of the portfolio, ranked #118.

Forza Wealth Management first reported a position in ECG in Q4 2024 and has held it in 7 quarters since. The position peaked at $849K in Q2 2026. 97 funds tracked by Wall St. Rank hold ECG as of Q3 2026.

  • Forza Wealth Management held 5,116 shares of Everus Construction Group worth $601K as of Q3 2026.
  • Forza Wealth Management left its Everus Construction Group share count unchanged in Q3 2026.
  • Everus Construction Group made up 0.17% of Forza Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Forza Wealth Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 7 quarters since.
  • Forza Wealth Management's Everus Construction Group position peaked at $849K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.