GWM
P

Greenline Wealth Management’s Everpure Inc P Stock Holding History

Greenline Wealth Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-482
Closed -$32.3K – 402
2025
Q4 		$32.3K Buy
+482
New +$40.3K 0.03% 232

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Greenline Wealth Management's P Position: Q1 2026 in Review

Greenline Wealth Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 482 shares — an estimated $32.3K sold.

Greenline Wealth Management first reported a position in P in Q4 2025 and held it in 1 quarter. The position peaked at $32.3K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Greenline Wealth Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 482 Everpure Inc shares in Q1 2026, an estimated $32.3K.
  • Greenline Wealth Management first reported a position in Everpure Inc in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Everpure Inc position peaked at $32.3K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.