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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geneos Wealth Management's ECG Position: Q2 2026 in Review

Geneos Wealth Management held its Everus Construction Group (ECG) position steady in Q2 2026 at 228 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Geneos Wealth Management first reported a position in ECG in Q4 2024 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Geneos Wealth Management held 228 shares of Everus Construction Group worth $37.8K as of Q2 2026.
  • Geneos Wealth Management left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1568 holding.
  • Geneos Wealth Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 7 quarters since.
  • 539 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.