GWM
EFOR

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
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 +$1.39K ﹤0.01% 2906
2024
Q4 		– Sell
-8
Closed -$746 – 2885
2024
Q3 		$746 Buy
+8
New +$742 ﹤0.01% 2495

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 500 shares worth $8.94K. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in EFOR as recently as Q2 2025.

Geneos Wealth Management first reported a position in EFOR in Q3 2024 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Geneos Wealth Management held 500 shares of Everforth Inc worth $8.94K as of Q2 2026.
  • Everforth Inc was a new Geneos Wealth Management position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2049 holding.
  • Geneos Wealth Management first reported a position in Everforth Inc in Q3 2024 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

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