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
2026 Q2	$18	Buy	+1	New	+$24	﹤0.01%	4489
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Retirement Partners's EFOR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Everforth Inc (EFOR) in Q2 2026: 1 share worth $18. The stake represents ﹤0.01% of the portfolio and ranks #4489 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EFOR as recently as Q4 2025.

Global Retirement Partners first reported a position in EFOR in Q1 2022 and has held it in 14 quarters since. The position peaked at $13K in Q1 2022. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Global Retirement Partners held 1 share of Everforth Inc worth $18 as of Q2 2026.
Everforth Inc was a new Global Retirement Partners position in Q2 2026.
Everforth Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4489 holding.
Global Retirement Partners first reported a position in Everforth Inc in Q1 2022 and has held it in 14 quarters since.
Global Retirement Partners's Everforth Inc position peaked at $13K in Q1 2022.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.