GPS Wealth Strategies Group’s Everest Group EG Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-92	Closed	-$32.2K	–	850
2025 Q3	$32.2K	Hold	92	–	–	﹤0.01%	775
2025 Q2	$31.3K	Hold	92	–	–	﹤0.01%	751
2025 Q1	$33.4K	Sell	92 -37	-29%	-$13.1K	﹤0.01%	706
2024 Q4	$46.8K	Hold	129	–	–	0.01%	592
2024 Q3	$50.5K	Hold	129	–	–	0.01%	574
2024 Q2	$49.2K	Hold	129	–	–	0.01%	542
2024 Q1	$51.3K	Sell	129 -23	-15%	-$8.62K	0.01%	503
2023 Q4	$53.7K	Hold	152	–	–	0.01%	474
2023 Q3	$56.5K	Hold	152	–	–	0.01%	460
2023 Q2	$52K	Hold	152	–	–	0.01%	492
2023 Q1	$54.4K	Buy	+152	New	+$54.6K	0.01%	463
2022 Q4	–	Sell	-152	Closed	-$40K	–	402
2022 Q3	$40K	Hold	152	–	–	0.01%	471
2022 Q2	$43K	Hold	152	–	–	0.01%	469
2022 Q1	$46K	Hold	152	–	–	0.01%	434
2021 Q4	$42K	Hold	152	–	–	0.01%	437
2021 Q3	$38K	Hold	152	–	–	0.01%	441
2021 Q2	$38K	Hold	152	–	–	0.01%	464
2021 Q1	$37K	Buy	+152	New	+$36.2K	0.01%	435

Other funds holding EG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return