GSWM
EG icon

Golden State Wealth Management’s Everest Group EG Stock Holding History

Golden State Wealth Management’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
Q2 		$36.8K Buy
+103
New +$35.3K ﹤0.01% 802

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Golden State Wealth Management's EG Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Everest Group (EG) in Q2 2026: 103 shares worth $36.8K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Golden State Wealth Management held 103 shares of Everest Group worth $36.8K as of Q2 2026.
  • Everest Group was a new Golden State Wealth Management position in Q2 2026.
  • Everest Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #802 holding.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.