Private Wealth Management Group’s Everforth Inc EFOR Stock Holding History

Private Wealth Management Group’s Portfolio EFOR Stock Details EFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33	Hold	1	–	–	﹤0.01%	1500
2026 Q2	$18	Buy	+1	New	+$24	﹤0.01%	1455
2025 Q4	–	Sell	-98	Closed	-$4.64K	–	1473
2025 Q3	$4.64K	Buy	98 +62	+172%	+$3.16K	﹤0.01%	819
2025 Q2	$1.8K	Buy	36 +27	+300%	+$1.48K	﹤0.01%	1117
2025 Q1	$568	Hold	9	–	–	﹤0.01%	1381
2024 Q4	$751	Sell	9 -21	-70%	-$1.92K	﹤0.01%	1362
2024 Q3	$2.8K	Hold	30	–	–	﹤0.01%	949
2024 Q2	$2.65K	Buy	30 +7	+30%	+$669	﹤0.01%	954
2024 Q1	$2.41K	Hold	23	–	–	﹤0.01%	891
2023 Q4	$2.21K	Buy	+23	New	+$2.01K	﹤0.01%	940

Other funds holding EFOR

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Private Wealth Management Group's EFOR Position: Q3 2026 in Review

Private Wealth Management Group held its Everforth Inc (EFOR) position steady in Q3 2026 at 1 share worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Private Wealth Management Group first reported a position in EFOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.64K in Q3 2025. 30 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

Private Wealth Management Group held 1 share of Everforth Inc worth $33 as of Q3 2026.
Private Wealth Management Group left its Everforth Inc share count unchanged in Q3 2026.
Everforth Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1500 holding.
Private Wealth Management Group first reported a position in Everforth Inc in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Everforth Inc position peaked at $4.64K in Q3 2025.
30 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.