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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-181
Closed -$61.5K – 2694
2025
Q2 		$61.5K Hold
181
– – ﹤0.01% 1460
2025
Q1 		$165K Buy
181
+90
+99% +$31.8K ﹤0.01% 1318
2024
Q4 		$33K Hold
91
– – ﹤0.01% 1500
2024
Q3 		$35.7K Buy
+91
New +$34.7K ﹤0.01% 1318

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Geneos Wealth Management sold out of Everest Group (EG) in Q3 2025, closing a stake of 181 shares — an estimated $61.5K sold.

Geneos Wealth Management first reported a position in EG in Q3 2024 and held it in 4 quarters. The position peaked at $165K in Q1 2025. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 181 Everest Group shares in Q3 2025, an estimated $61.5K.
  • Geneos Wealth Management first reported a position in Everest Group in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Everest Group position peaked at $165K in Q1 2025.
  • 676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

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