GM
EFOR

GeoWealth Management’s Everforth Inc EFOR Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-276
Closed -$23K – 1105
2024
Q4 		$23K Sell
276
-31
-10% -$2.83K ﹤0.01% 1354
2024
Q3 		$28.6K Buy
+307
New +$28.5K ﹤0.01% 1216

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GeoWealth Management's EFOR Position: Q1 2025 in Review

GeoWealth Management sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 276 shares — an estimated $23K sold.

GeoWealth Management first reported a position in EFOR in Q3 2024 and held it in 2 quarters. The position peaked at $28.6K in Q3 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • GeoWealth Management reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 276 Everforth Inc shares in Q1 2025, an estimated $23K.
  • GeoWealth Management first reported a position in Everforth Inc in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Everforth Inc position peaked at $28.6K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.