Global Retirement Partners’s Everforth Inc EFOR Stock Holding History

Global Retirement Partners’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 Q4	$578	Hold	12	–	–	﹤0.01%	3974
2025 Q3	$568	Sell	12 -29	-71%	-$1.48K	﹤0.01%	3624
2025 Q2	$2.05K	Buy	+41	New	+$2.24K	﹤0.01%	3235
2024 Q4	$1K	Hold	12	–	–	﹤0.01%	3276
2024 Q3	$1.12K	Hold	12	–	–	﹤0.01%	3111
2024 Q2	$1.06K	Buy	12 +1	+9%	+$96	﹤0.01%	3148
2024 Q1	$1.15K	Hold	11	–	–	﹤0.01%	2934
2023 Q4	$992	Buy	+11	New	+$961	﹤0.01%	2902
2023 Q2	–	Sell	-5	Closed	-$340	–	3196
2023 Q1	$340	Sell	5 -125	-96%	-$10.8K	﹤0.01%	3009
2022 Q4	$10.6K	Buy	130 +5	+4%	+$439	﹤0.01%	1754
2022 Q3	$11K	Hold	125	–	–	﹤0.01%	1636
2022 Q2	$11K	Hold	125	–	–	﹤0.01%	1578
2022 Q1	$13K	Buy	+125	New	+$14.2K	﹤0.01%	1510

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Global Retirement Partners's EFOR Position: Q4 2025 in Review

Global Retirement Partners held its Everforth Inc (EFOR) position steady in Q4 2025 at 12 shares worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #3974.

Global Retirement Partners first reported a position in EFOR in Q1 2022 and has held it in 13 quarters since. The position peaked at $13K in Q1 2022. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

Global Retirement Partners held 12 shares of Everforth Inc worth $578 as of Q4 2025.
Global Retirement Partners left its Everforth Inc share count unchanged in Q4 2025.
Everforth Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3974 holding.
Global Retirement Partners first reported a position in Everforth Inc in Q1 2022 and has held it in 13 quarters since.
Global Retirement Partners's Everforth Inc position peaked at $13K in Q1 2022.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.