Pinnacle Wealth Planning Services
EVEX icon

Pinnacle Wealth Planning Services’s Eve Holding EVEX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$481 Buy
249
+2
+0.8% +$5 ﹤0.01% 2705
2026
Q2 		$620 Hold
247
– – ﹤0.01% 2631
2026
Q1 		$613 Buy
247
+115
+87% +$393 ﹤0.01% 2608
2025
Q4 		$527 Buy
+132
New +$580 ﹤0.01% 2647

Other funds holding EVEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Pier 88 Investment Partners
Pier 88 Investment Partners San Francisco, California $407M AUM 13.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's EVEX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Eve Holding (EVEX) stake by 0.81% in Q3 2026, buying an estimated $5 and bringing the position to 249 shares worth $481. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Pinnacle Wealth Planning Services first reported a position in EVEX in Q4 2025 and has held it in 4 quarters since. The position peaked at $620 in Q2 2026. 48 funds tracked by Wall St. Rank hold EVEX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 249 shares of Eve Holding worth $481 as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2 Eve Holding shares in Q3 2026, an estimated $5.
  • Eve Holding made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2705 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eve Holding in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Eve Holding position peaked at $620 in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Eve Holding as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.