GTS Securities’s Everest Group EG Stock Holding History

GTS Securities’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
2024 Q4	–	Sell	-1,700	Closed	-$666K	–	2088
2024 Q3	$666K	Sell	1,700 -2,800	-62%	-$1.07M	﹤0.01%	2543
2024 Q2	$1.71M	Buy	4,500 +500	+13%	+$189K	﹤0.01%	1621
2024 Q1	$1.59M	Buy	4,000 +400	+11%	+$150K	﹤0.01%	1640
2023 Q4	$1.27M	Sell	3,600 -3,300	-48%	-$1.28M	﹤0.01%	1981
2023 Q3	$2.56M	Buy	+6,900	New	+$2.5M	﹤0.01%	1341

Other funds holding EG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VVP

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GTS Securities's EG Position: Q1 2026 in Review

GTS Securities sold out of Everest Group (EG) in Q1 2026, closing a stake of 623 shares — an estimated $211K sold.

GTS Securities first reported a position in EG in Q2 2023 and held it in 6 quarters. The position peaked at $934K in Q4 2023. 665 funds tracked by Wall St. Rank hold EG as of Q1 2026.

GTS Securities reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
GTS Securities sold 623 Everest Group shares in Q1 2026, an estimated $211K.
GTS Securities first reported a position in Everest Group in Q2 2023 and held it in 6 quarters.
GTS Securities's Everest Group position peaked at $934K in Q4 2023.
665 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on GTS Securities's 13F filing for Q1 2026, filed 15 May 2026.