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Geneos Wealth Management’s Everest Group EG Stock Holding History

Geneos Wealth Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$61.5K Hold
181
– – ﹤0.01% 1460
2025
Q1 		$165K Buy
181
+90
+99% +$81.8K ﹤0.01% 1318
2024
Q4 		$33K Hold
91
– – ﹤0.01% 1500
2024
Q3 		$35.7K Buy
+91
New +$35.7K ﹤0.01% 1318