PWMG
EFOR

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Private Wealth Management Group's EFOR Position: Q4 2025 in Review

Private Wealth Management Group sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 98 shares — an estimated $4.64K sold.

Private Wealth Management Group first reported a position in EFOR in Q4 2023 and held it in 8 quarters. The position peaked at $4.64K in Q3 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Private Wealth Management Group reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 98 Everforth Inc shares in Q4 2025, an estimated $4.64K.
  • Private Wealth Management Group first reported a position in Everforth Inc in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Everforth Inc position peaked at $4.64K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.