GIA
EFOR

GHP Investment Advisors’s Everforth Inc EFOR Stock Holding History

GHP Investment Advisors’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
Q2 		– Sell
-55
Closed -$2.13K – 1395
2026
Q1 		$2.13K Hold
55
– – ﹤0.01% 991
2025
Q4 		$2.65K Hold
55
– – ﹤0.01% 878
2025
Q3 		$2.6K Sell
55
-34
-38% -$1.74K ﹤0.01% 847
2025
Q2 		$4.44K Sell
89
-1,510
-94% -$82.5K ﹤0.01% 802
2025
Q1 		$101K Sell
1,599
-66,402
-98% -$5.11M ﹤0.01% 421
2024
Q4 		$5.67M Sell
68,001
-3,606
-5% -$329K 0.26% 136
2024
Q3 		$6.68M Buy
71,607
+3,743
+6% +$347K 0.31% 124
2024
Q2 		$5.98M Buy
67,864
+4,378
+7% +$418K 0.3% 123
2024
Q1 		$6.65M Buy
63,486
+3,700
+6% +$358K 0.33% 112
2023
Q4 		$5.75M Buy
59,786
+3,846
+7% +$336K 0.31% 117
2023
Q3 		$4.6M Buy
55,940
+2,155
+4% +$172K 0.28% 124
2023
Q2 		$4.36M Buy
53,785
+7,938
+17% +$571K 0.25% 136
2023
Q1 		$3.79M Buy
45,847
+2,830
+7% +$245K 0.24% 144
2022
Q4 		$3.51M Sell
43,017
-9,112
-17% -$799K 0.24% 150
2022
Q3 		$4.71M Buy
52,129
+2,363
+5% +$229K 0.36% 103
2022
Q2 		$4.49M Buy
49,766
+1,757
+4% +$180K 0.33% 116
2022
Q1 		$5.6M Buy
+48,009
New +$5.44M 0.37% 98

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

GHP Investment Advisors's EFOR Position: Q2 2026 in Review

GHP Investment Advisors sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 55 shares — an estimated $2.13K sold.

GHP Investment Advisors first reported a position in EFOR in Q1 2022 and held it in 17 quarters. The position peaked at $6.68M in Q3 2024. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • GHP Investment Advisors reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 55 Everforth Inc shares in Q2 2026, an estimated $2.13K.
  • GHP Investment Advisors first reported a position in Everforth Inc in Q1 2022 and held it in 17 quarters.
  • GHP Investment Advisors's Everforth Inc position peaked at $6.68M in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.