GSWM
ECG

Golden State Wealth Management’s Everus Construction Group ECG Stock Holding History

Golden State Wealth Management’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-78
Closed -$5.13K – 1651
2024
Q4 		$5.13K Buy
+78
New +$4.91K ﹤0.01% 1114

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WHG
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State Street
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Dimensional Fund Advisors
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AllianceBernstein
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Norges Bank
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's ECG Position: Q1 2025 in Review

Golden State Wealth Management sold out of Everus Construction Group (ECG) in Q1 2025, closing a stake of 78 shares — an estimated $5.13K sold.

Golden State Wealth Management first reported a position in ECG in Q4 2024 and held it in 1 quarter. The position peaked at $5.13K in Q4 2024. 319 funds tracked by Wall St. Rank hold ECG as of Q1 2025.

  • Golden State Wealth Management reported no remaining Everus Construction Group position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 78 Everus Construction Group shares in Q1 2025, an estimated $5.13K.
  • Golden State Wealth Management first reported a position in Everus Construction Group in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Everus Construction Group position peaked at $5.13K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.