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Wealth Enhancement Trust Services’s Everest Group EG Stock Holding History

Wealth Enhancement Trust Services’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
2026
Q2 		$13.6K Buy
+38
New +$13K ﹤0.01% 684

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Trust Services's EG Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Everest Group (EG) in Q2 2026: 38 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings.

537 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Wealth Enhancement Trust Services held 38 shares of Everest Group worth $13.6K as of Q2 2026.
  • Everest Group was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Everest Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #684 holding.
  • 537 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.