GWM
ECG

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
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 Sell
386
-245
-39% -$12.4K ﹤0.01% 1933
2025
Q1 		$23.4K Buy
631
+296
+88% +$15.9K ﹤0.01% 2261
2024
Q4 		$22K Buy
+335
New +$21.1K ﹤0.01% 1684

Other funds holding ECG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geneos Wealth Management's ECG Position: Q1 2026 in Review

Geneos Wealth Management held its Everus Construction Group (ECG) position steady in Q1 2026 at 228 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Geneos Wealth Management first reported a position in ECG in Q4 2024 and has held it in 6 quarters since. 488 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

  • Geneos Wealth Management held 228 shares of Everus Construction Group worth $26.9K as of Q1 2026.
  • Geneos Wealth Management left its Everus Construction Group share count unchanged in Q1 2026.
  • Everus Construction Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1663 holding.
  • Geneos Wealth Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 6 quarters since.
  • 488 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.