GWM
EFOR

Gilpin Wealth Management’s Everforth Inc EFOR Stock Holding History

Gilpin Wealth 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
Q2 		$108 Sell
6
-5
-45% -$122 ﹤0.01% 1013
2026
Q1 		$426 Buy
+11
New +$490 ﹤0.01% 670

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gilpin Wealth Management's EFOR Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Everforth Inc (EFOR) stake by 45% in Q2 2026, selling an estimated $122 and leaving 6 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Gilpin Wealth Management first reported a position in EFOR in Q1 2026 and has held it in 2 quarters since. The position peaked at $426 in Q1 2026. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of Everforth Inc worth $108 as of Q2 2026.
  • Gilpin Wealth Management sold 5 Everforth Inc shares in Q2 2026, an estimated $122.
  • Everforth Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1013 holding.
  • Gilpin Wealth Management first reported a position in Everforth Inc in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Everforth Inc position peaked at $426 in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.