GAMMA Investing’s Everforth Inc EFOR Stock Holding History

GAMMA Investing’s Portfolio EFOR Stock Details EFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.1K	Buy	2,857 +1,125	+65%	+$27.5K	﹤0.01%	2282
2026 Q1	$67K	Buy	1,732 +1,190	+220%	+$53K	﹤0.01%	1967
2025 Q4	$26.1K	Buy	542 +268	+98%	+$12.4K	﹤0.01%	2463
2025 Q3	$13K	Sell	274 -152	-36%	-$7.75K	﹤0.01%	2743
2025 Q2	$21.3K	Sell	426 -619	-59%	-$33.8K	﹤0.01%	2424
2025 Q1	$65.9K	Buy	1,045 +908	+663%	+$69.9K	﹤0.01%	1592
2024 Q4	$11.4K	Sell	137 -60	-30%	-$5.48K	﹤0.01%	2538
2024 Q3	$18.4K	Buy	197 +69	+54%	+$6.4K	﹤0.01%	2156
2024 Q2	$11.3K	Buy	128 +57	+80%	+$5.45K	﹤0.01%	2185
2024 Q1	$7.44K	Buy	71 +14	+25%	+$1.35K	﹤0.01%	2212
2023 Q4	$5.29K	Buy	+57	New	+$4.98K	﹤0.01%	2217

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

GAMMA Investing's EFOR Position: Q2 2026 in Review

GAMMA Investing increased its Everforth Inc (EFOR) stake by 65% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,857 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

GAMMA Investing first reported a position in EFOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $67K in Q1 2026. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

GAMMA Investing held 2,857 shares of Everforth Inc worth $51.1K as of Q2 2026.
GAMMA Investing bought 1,125 Everforth Inc shares in Q2 2026, an estimated $27.5K.
Everforth Inc made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2282 holding.
GAMMA Investing first reported a position in Everforth Inc in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's Everforth Inc position peaked at $67K in Q1 2026.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.