Gilpin Wealth Management
EFOR icon

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
Q3 		$165 Sell
5
-1
-17% -$28 ﹤0.01% 1184
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

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Gilpin Wealth Management's EFOR Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Everforth Inc (EFOR) stake by 17% in Q3 2026, selling an estimated $28 and leaving 5 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Gilpin Wealth Management first reported a position in EFOR in Q1 2026 and has held it in 3 quarters since. The position peaked at $426 in Q1 2026. 30 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Everforth Inc worth $165 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Everforth Inc share in Q3 2026, an estimated $28.
  • Everforth Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1184 holding.
  • Gilpin Wealth Management first reported a position in Everforth Inc in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Everforth Inc position peaked at $426 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.