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GenTrust’s Everest Group EG Stock Holding History

GenTrust’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
2026
Q1 		$201K Sell
616
-258
-30% -$84.9K 0.01% 276
2025
Q4 		$297K Buy
874
+40
+5% +$13.2K 0.01% 211
2025
Q3 		$292K Buy
+834
New +$282K 0.01% 170

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GenTrust's EG Position: Q1 2026 in Review

GenTrust reduced its Everest Group (EG) stake by 30% in Q1 2026, selling an estimated $84.9K and leaving 616 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #276.

GenTrust first reported a position in EG in Q3 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • GenTrust held 616 shares of Everest Group worth $201K as of Q1 2026.
  • GenTrust sold 258 Everest Group shares in Q1 2026, an estimated $84.9K.
  • Everest Group made up 0.01% of GenTrust's portfolio in Q1 2026, its #276 holding.
  • GenTrust first reported a position in Everest Group in Q3 2025 and has held it in 3 quarters since.
  • GenTrust's Everest Group position peaked at $297K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.