Gen-Wealth Partners’s Evercore EVR Stock Holding History

Gen-Wealth Partners’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24	Closed	-$4.79K	–	646
2025 Q1	$4.79K	Hold	24	–	–	﹤0.01%	500
2024 Q4	$6.65K	Hold	24	–	–	﹤0.01%	496
2024 Q3	$6.36K	Hold	24	–	–	﹤0.01%	527
2024 Q2	$5K	Hold	24	–	–	﹤0.01%	515
2024 Q1	$4.62K	Buy	+24	New	+$4.34K	﹤0.01%	519

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gen-Wealth Partners's EVR Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Evercore (EVR) in Q2 2025, closing a stake of 24 shares — an estimated $4.79K sold.

Gen-Wealth Partners first reported a position in EVR in Q1 2024 and held it in 5 quarters. The position peaked at $6.65K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Gen-Wealth Partners reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Gen-Wealth Partners sold 24 Evercore shares in Q2 2025, an estimated $4.79K.
Gen-Wealth Partners first reported a position in Evercore in Q1 2024 and held it in 5 quarters.
Gen-Wealth Partners's Evercore position peaked at $6.65K in Q4 2024.
565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.