GAMMA Investing
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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
Q3 		$105K Buy
3,190
+333
+12% +$9.28K ﹤0.01% 1844
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% -$7.76K ﹤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

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing's EFOR Position: Q3 2026 in Review

GAMMA Investing increased its Everforth Inc (EFOR) stake by 12% in Q3 2026, buying an estimated $9.28K and bringing the position to 3,190 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

GAMMA Investing first reported a position in EFOR in Q4 2023 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • GAMMA Investing held 3,190 shares of Everforth Inc worth $105K as of Q3 2026.
  • GAMMA Investing bought 333 Everforth Inc shares in Q3 2026, an estimated $9.28K.
  • Everforth Inc made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1844 holding.
  • GAMMA Investing first reported a position in Everforth Inc in Q4 2023 and has held it in 12 quarters since.
  • 21 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.