Geneos Wealth Management
ECG icon

Geneos Wealth Management’s Everus Construction Group ECG Stock Holding History

Geneos Wealth Management’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.1K Buy
273
+45
+20% +$5.69K ﹤0.01% 1894
2026
Q2 		$37.8K Hold
228
– – ﹤0.01% 1568
2026
Q1 		$26.9K Hold
228
– – ﹤0.01% 1663
2025
Q4 		$19.5K Hold
228
– – ﹤0.01% 1728
2025
Q3 		$19.6K Sell
228
-158
-41% -$11.7K ﹤0.01% 1729
2025
Q2 		$24.5K Buy
386
+198
+105% +$10K ﹤0.01% 1933
2025
Q1 		$6.97K Sell
188
-147
-44% -$7.91K ﹤0.01% 2400
2024
Q4 		$22K Buy
+335
New +$21.1K ﹤0.01% 1684

Other funds holding ECG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Geneos Wealth Management's ECG Position: Q3 2026 in Review

Geneos Wealth Management increased its Everus Construction Group (ECG) stake by 20% in Q3 2026, buying an estimated $5.69K and bringing the position to 273 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Geneos Wealth Management first reported a position in ECG in Q4 2024 and has held it in 8 quarters since. The position peaked at $37.8K in Q2 2026. 293 funds tracked by Wall St. Rank hold ECG as of Q3 2026.

  • Geneos Wealth Management held 273 shares of Everus Construction Group worth $32.1K as of Q3 2026.
  • Geneos Wealth Management bought 45 Everus Construction Group shares in Q3 2026, an estimated $5.69K.
  • Everus Construction Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1894 holding.
  • Geneos Wealth Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 8 quarters since.
  • Geneos Wealth Management's Everus Construction Group position peaked at $37.8K in Q2 2026.
  • 293 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.