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
2025
Q3 		– Sell
-23
Closed -$1.15K – 2524
2025
Q2 		$1.15K Sell
23
-31
-57% -$1.69K ﹤0.01% 2945
2025
Q1 		$3.4K Buy
+54
New +$4.16K ﹤0.01% 2853
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geneos Wealth Management's EFOR Position: Q3 2025 in Review

Geneos Wealth Management sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 23 shares — an estimated $1.15K sold.

Geneos Wealth Management first reported a position in EFOR in Q3 2024 and held it in 3 quarters. The position peaked at $3.4K in Q1 2025. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 23 Everforth Inc shares in Q3 2025, an estimated $1.15K.
  • Geneos Wealth Management first reported a position in Everforth Inc in Q3 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Everforth Inc position peaked at $3.4K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.