Geneos Wealth Management
EFOR icon

Geneos Wealth Management’s Everforth Inc EFOR Stock Holding History

Geneos Wealth Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.9K Buy
1,000
+500
+100% +$13.9K ﹤0.01% 1888
2026
Q2 		$8.94K Buy
+500
New +$12.2K ﹤0.01% 2049
2025
Q3 		– Sell
-23
Closed -$1.15K – 2524
2025
Q2 		$1.15K Buy
23
+5
+28% +$273 ﹤0.01% 2945
2025
Q1 		$1.13K Buy
+18
New +$1.38K ﹤0.01% 2906
2024
Q4 		– Sell
-8
Closed -$746 – 2885
2024
Q3 		$746 Buy
+8
New +$742 ﹤0.01% 2495

Other funds holding EFOR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Geneos Wealth Management increased its Everforth Inc (EFOR) stake by 100% in Q3 2026, buying an estimated $13.9K and bringing the position to 1,000 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Geneos Wealth Management first reported a position in EFOR in Q3 2024 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Geneos Wealth Management held 1,000 shares of Everforth Inc worth $32.9K as of Q3 2026.
  • Geneos Wealth Management bought 500 Everforth Inc shares in Q3 2026, an estimated $13.9K.
  • Everforth Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1888 holding.
  • Geneos Wealth Management first reported a position in Everforth Inc in Q3 2024 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

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