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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

GPS Wealth Strategies Group's EG Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Everest Group (EG) in Q4 2025, closing a stake of 92 shares — an estimated $32.2K sold.

GPS Wealth Strategies Group first reported a position in EG in Q1 2021 and held it in 18 quarters. The position peaked at $56.5K in Q3 2023. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 92 Everest Group shares in Q4 2025, an estimated $32.2K.
GPS Wealth Strategies Group first reported a position in Everest Group in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Everest Group position peaked at $56.5K in Q3 2023.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.