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Geneos Wealth Management’s Evercore EVR Stock Holding History

Geneos Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38
Closed -$10.3K – 2715
2025
Q2 		$10.3K Sell
38
-15
-28% -$3.3K ﹤0.01% 2319
2025
Q1 		$10.6K Buy
53
+22
+71% +$5.48K ﹤0.01% 2229
2024
Q4 		$8.59K Hold
31
– – ﹤0.01% 2109
2024
Q3 		$7.85K Buy
+31
New +$7.38K ﹤0.01% 1922
2022
Q4 		– Sell
-60
Closed -$4K – 2040
2022
Q3 		$4K Buy
+60
New +$5.67K ﹤0.01% 1732
2021
Q2 		– Sell
-29
Closed -$4K – 2928
2021
Q1 		$4K Buy
+29
New +$3.54K ﹤0.01% 2711

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 38 shares — an estimated $10.3K sold.

Geneos Wealth Management first reported a position in EVR in Q1 2021 and held it in 6 quarters. The position peaked at $10.6K in Q1 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 38 Evercore shares in Q3 2025, an estimated $10.3K.
  • Geneos Wealth Management first reported a position in Evercore in Q1 2021 and held it in 6 quarters.
  • Geneos Wealth Management's Evercore position peaked at $10.6K in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

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