Geode Capital Management
EFOR

Geode Capital Management’s Everforth Inc EFOR Stock Holding History

Geode Capital 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
2026
Q1 		$53.1M Buy
1,371,264
+48,632
+4% +$2.17M ﹤0.01% 1461
2025
Q4 		$63.7M Sell
1,322,632
-15,821
-1% -$729K ﹤0.01% 1343
2025
Q3 		$63.4M Buy
1,338,453
+45,877
+4% +$2.34M ﹤0.01% 1339
2025
Q2 		$64.5M Buy
1,292,576
+6,030
+0.5% +$329K ﹤0.01% 1282
2025
Q1 		$81.1M Buy
1,286,546
+51,548
+4% +$3.97M 0.01% 1096
2024
Q4 		$103M Sell
1,234,998
-14,033
-1% -$1.28M 0.01% 982
2024
Q3 		$116M Buy
1,249,031
+40,047
+3% +$3.72M 0.01% 888
2024
Q2 		$107M Buy
1,208,984
+158,317
+15% +$15.1M 0.01% 884
2024
Q1 		$110M Buy
1,050,667
+22,441
+2% +$2.17M 0.01% 867
2023
Q4 		$98.9M Buy
1,028,226
+22,105
+2% +$1.93M 0.01% 872
2023
Q3 		$82.2M Buy
1,006,121
+31,303
+3% +$2.49M 0.01% 886
2023
Q2 		$73.7M Buy
974,818
+44,267
+5% +$3.18M 0.01% 980
2023
Q1 		$76.9M Buy
930,551
+42,359
+5% +$3.67M 0.01% 903
2022
Q4 		$72.4M Buy
888,192
+26,924
+3% +$2.36M 0.01% 895
2022
Q3 		$77.8M Sell
861,268
-2,517
-0.3% -$244K 0.01% 795
2022
Q2 		$78M Sell
863,785
-21,903
-2% -$2.25M 0.01% 829
2022
Q1 		$103M Buy
885,688
+11,593
+1% +$1.31M 0.01% 754
2021
Q4 		$108M Buy
874,095
+2,854
+0.3% +$349K 0.01% 783
2021
Q3 		$98.6M Sell
871,241
-4,247
-0.5% -$447K 0.01% 806
2021
Q2 		$84.9M Buy
875,488
+40,123
+5% +$4.1M 0.01% 896
2021
Q1 		$79.7M Buy
835,365
+66,885
+9% +$6.18M 0.01% 895
2020
Q4 		$64.2M Buy
768,480
+42,236
+6% +$3.25M 0.01% 939
2020
Q3 		$46.2M Sell
726,244
-14,704
-2% -$1.01M 0.01% 967
2020
Q2 		$49.4M Buy
740,948
+3,570
+0.5% +$189K 0.01% 902
2020
Q1 		$26M Buy
737,378
+51,439
+7% +$2.91M 0.01% 1124
2019
Q4 		$48.7M Buy
685,939
+16,430
+2% +$1.07M 0.01% 948
2019
Q3 		$42.1M Buy
669,509
+16,808
+3% +$1.04M 0.01% 978
2019
Q2 		$39.6M Buy
652,701
+47,276
+8% +$2.84M 0.01% 1022
2019
Q1 		$38.4M Buy
605,425
+36,928
+6% +$2.31M 0.01% 976
2018
Q4 		$31M Buy
568,497
+77,782
+16% +$5.07M 0.01% 990
2018
Q3 		$38.7M Buy
490,715
+31,710
+7% +$2.74M 0.01% 962
2018
Q2 		$35.9M Buy
459,005
+39,834
+10% +$3.26M 0.01% 967
2018
Q1 		$34.3M Buy
419,171
+6,532
+2% +$489K 0.01% 922
2017
Q4 		$26.5M Buy
412,639
+17,381
+4% +$1.05M 0.01% 1070
2017
Q3 		$21.2M Buy
395,258
+12,191
+3% +$610K 0.01% 1194
2017
Q2 		$20.7M Buy
383,067
+9,573
+3% +$492K 0.01% 1158
2017
Q1 		$18.1M Buy
373,494
+24,269
+7% +$1.12M 0.01% 1227
2016
Q4 		$15.4M Buy
349,225
+19,641
+6% +$781K 0.01% 1281
2016
Q3 		$12M Buy
329,584
+754
+0.2% +$28K 0.01% 1379
2016
Q2 		$12.2M Buy
328,830
+16,992
+5% +$625K 0.01% 1290
2016
Q1 		$11.5K Buy
311,838
+18,456
+6% +$652K 0.01% 1302
2015
Q4 		$13.2M Buy
293,382
+8,480
+3% +$371K 0.01% 1163
2015
Q3 		$10.5M Sell
284,902
-1,475
-0.5% -$56K 0.01% 1310
2015
Q2 		$11.2M Buy
286,377
+12,403
+5% +$474K 0.01% 1333
2015
Q1 		$10.5M Buy
273,974
+15,639
+6% +$570K 0.01% 1344
2014
Q4 		$8.57M Buy
258,335
+1,682
+0.7% +$50.6K 0.01% 1456
2014
Q3 		$6.89M Buy
256,653
+1,430
+0.6% +$44.4K ﹤0.01% 1548
2014
Q2 		$9.08M Sell
255,223
-21,503
-8% -$770K 0.01% 1378
2014
Q1 		$10.7M Buy
276,726
+13,970
+5% +$468K 0.01% 1209
2013
Q4 		$9.18M Buy
262,756
+54,939
+26% +$1.83M 0.01% 1243
2013
Q3 		$6.86M Buy
207,817
+34,454
+20% +$1.07M 0.01% 1337
2013
Q2 		$4.63M Buy
+173,363
New +$4.36M ﹤0.01% 1468

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management's EFOR Position: Q1 2026 in Review

Geode Capital Management increased its Everforth Inc (EFOR) stake by 3.7% in Q1 2026, buying an estimated $2.17M and bringing the position to 1,371,264 shares worth $53.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Geode Capital Management first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $116M in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Geode Capital Management held 1,371,264 shares of Everforth Inc worth $53.1M as of Q1 2026.
  • Geode Capital Management bought 48,632 Everforth Inc shares in Q1 2026, an estimated $2.17M.
  • Everforth Inc made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1461 holding.
  • Geode Capital Management first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's Everforth Inc position peaked at $116M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.