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Gateway Wealth Partners’s Everest Group EG Stock Holding History

Gateway Wealth Partners’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
Q2 		$385K Buy
1,079
+125
+13% +$42.8K 0.02% 549
2026
Q1 		$312K Buy
+954
New +$314K 0.01% 751

Other funds holding EG

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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Gateway Wealth Partners's EG Position: Q2 2026 in Review

Gateway Wealth Partners increased its Everest Group (EG) stake by 13% in Q2 2026, buying an estimated $42.8K and bringing the position to 1,079 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #549.

Gateway Wealth Partners first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Gateway Wealth Partners held 1,079 shares of Everest Group worth $385K as of Q2 2026.
  • Gateway Wealth Partners bought 125 Everest Group shares in Q2 2026, an estimated $42.8K.
  • Everest Group made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #549 holding.
  • Gateway Wealth Partners first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.