Activest Wealth Management

SEC CIK: 0001883134
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

EG holding history

Everest Group, Ltd. in every 13F filed by Activest Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EG overview All 13F holders of EG Full Q2 2026 holdings

Shares (Q2 2026): 100
Value: $35.7K
% of portfolio: <0.1%
Quarters held: 4; Since Q2 2025

Holdings of EG by Activest Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100	$35.7K	<0.1%	+1+1.0%	Added	Holders
Q1 2026	99	$32.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	99	$33.6K	<0.1%	+99	New	Holders
Q3 2025	0	$0	0.0%	−1−100.0%	Sold out	Holders
Q2 2025	1	$340	<0.1%	+1	New	Holders