GI
EG icon

GAMMA Investing’s Everest Group EG Stock Holding History

GAMMA Investing’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$744K Buy
2,038
+308
+18% +$115K 0.03% 525
2026
Q2 		$618K Buy
1,730
+545
+46% +$187K 0.02% 562
2026
Q1 		$387K Buy
1,185
+602
+103% +$198K 0.02% 698
2025
Q4 		$198K Buy
583
+25
+4% +$8.26K 0.01% 1054
2025
Q3 		$195K Buy
558
+150
+37% +$50.6K 0.01% 995
2025
Q2 		$139K Sell
408
-72
-15% -$24.8K 0.01% 1181
2025
Q1 		$174K Sell
480
-65
-12% -$23K 0.01% 846
2024
Q4 		$198K Sell
545
-308
-36% -$115K 0.02% 698
2024
Q3 		$334K Buy
853
+164
+24% +$62.5K 0.03% 428
2024
Q2 		$263K Buy
689
+251
+57% +$94.9K 0.04% 426
2024
Q1 		$174K Buy
438
+112
+34% +$42K 0.04% 436
2023
Q4 		$126K Buy
+326
New +$126K 0.03% 449

Other funds holding EG

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

GAMMA Investing's EG Position: Q3 2026 in Review

GAMMA Investing increased its Everest Group (EG) stake by 18% in Q3 2026, buying an estimated $115K and bringing the position to 2,038 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #525.

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

  • GAMMA Investing held 2,038 shares of Everest Group worth $744K as of Q3 2026.
  • GAMMA Investing bought 308 Everest Group shares in Q3 2026, an estimated $115K.
  • Everest Group made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #525 holding.
  • GAMMA Investing first reported a position in Everest Group in Q4 2023 and has held it in 12 quarters since.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

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