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Creative Planning EG Position History
Everest Group, Ltd. • Financial Services
Quarters held
8
Latest value
$20.6M
Q3 2026
Peak value
$20.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q3 2025 | $20K |
| Q4 2025 | $4.8M |
| Q1 2026 | $8M |
| Q2 2026 | $95K |
| Q2 2026 | $12.1M |
| Q3 2026 | $125K |
| Q3 2026 | $20.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.6M | 56.5K | — | — |
| Q3 2026 | $125K | 342 | — | — |
| Q2 2026 | $12.1M | 33.8K | — | — |
| Q2 2026 | $95K | 265 | — | — |
| Q1 2026 | $8M | 24.6K | — | — |
| Q4 2025 | $4.8M | 14.1K | — | — |
| Q3 2025 | $20K | 58 | — | — |
| Q3 2025 | $5.9M | 17.0K | — | — |
Other funds holding EG
$1.8B
$1.8B
$1.7B
$769.2M
$750.9M
$736.1M
$704M