GSEP
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Golden State Equity Partners’s Everest Group EG Stock Holding History

Golden State Equity Partners’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.56K Buy
+17
New +$5.59K ﹤0.01% 1454
2024
Q4 		– Sell
-3
Closed -$1.17K – 568
2024
Q3 		$1.17K Buy
+3
New +$1.14K ﹤0.01% 745

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Golden State Equity Partners's EG Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Everest Group (EG) in Q1 2026: 17 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in EG as recently as Q3 2024.

Golden State Equity Partners first reported a position in EG in Q3 2024 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Golden State Equity Partners held 17 shares of Everest Group worth $5.56K as of Q1 2026.
  • Everest Group was a new Golden State Equity Partners position in Q1 2026.
  • Everest Group made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1454 holding.
  • Golden State Equity Partners first reported a position in Everest Group in Q3 2024 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.