Skip to main content

Evolution Wealth Management Inc.

SEC CIK
0002010029
Latest filing
Jul 21, 2026

EG holding history

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

EG overviewAll 13F holders of EGFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$714
% of portfolio
<0.1%
Quarters held
4
Since Q2 2025
Holdings of EG by Evolution Wealth Management Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$714<0.1%00.0%UnchangedHolders
Q1 20262$654<0.1%00.0%UnchangedHolders
Q4 20252$679<0.1%+2NewHolders
Q3 20250$00.0%−13−100.0%Sold outHolders
Q2 202513$4.42K<0.1%–No prior filingHolders