Private Wealth Management Group’s Everpure Inc P Stock Holding History

Private Wealth Management Group’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 Q3	$25.2K	Hold	193	–	–	0.01%	359
2026 Q2	$15.2K	Buy	193 +20	+12%	+$1.47K	﹤0.01%	460
2026 Q1	$10.2K	Buy	173 +44	+34%	+$2.98K	﹤0.01%	514
2025 Q4	$8.64K	Hold	129	–	–	﹤0.01%	553
2025 Q3	$10.8K	Buy	129 +50	+63%	+$3.32K	﹤0.01%	484
2025 Q2	$4.55K	Sell	79 -97	-55%	-$4.83K	﹤0.01%	798
2025 Q1	$7.79K	Sell	176 -23	-12%	-$1.39K	﹤0.01%	559
2024 Q4	$12.2K	Buy	199 +66	+50%	+$3.68K	﹤0.01%	416
2024 Q3	$6.68K	Sell	133 -16	-11%	-$904	﹤0.01%	607
2024 Q2	$9.6K	Buy	149 +82	+122%	+$4.75K	﹤0.01%	454
2024 Q1	$3.48K	Hold	67	–	–	﹤0.01%	757
2023 Q4	$2.39K	Buy	+67	New	+$2.35K	﹤0.01%	902

Other funds holding P

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

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

Private Wealth Management Group held its Everpure Inc (P) position steady in Q3 2026 at 193 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #359.

Private Wealth Management Group first reported a position in P in Q4 2023 and has held it in 12 quarters since. 224 funds tracked by Wall St. Rank hold P as of Q3 2026.

Private Wealth Management Group held 193 shares of Everpure Inc worth $25.2K as of Q3 2026.
Private Wealth Management Group left its Everpure Inc share count unchanged in Q3 2026.
Everpure Inc made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #359 holding.
Private Wealth Management Group first reported a position in Everpure Inc in Q4 2023 and has held it in 12 quarters since.
224 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

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