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Disclosery

Everhart Financial Group, Inc.: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on GEN, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 17,660 GEN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,660 shares
    Change vs previous 13F -1,312 shares

    0.02% of the 13F portfolio, value $388,873.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,972 shares
    Change vs previous 13F +4,486 shares

    0.03% of the 13F portfolio, value $472,213.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,486 shares
    Change vs previous 13F -2,238 shares

    0.02% of the 13F portfolio, value $272,771.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 16,724 shares
    Change vs previous 13F -340 shares

    0.04% of the 13F portfolio, value $454,726.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 17,064 shares
    Change vs previous 13F +1,437 shares

    0.05% of the 13F portfolio, value $484,447.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,627 shares
    Change vs previous 13F +820 shares

    0.05% of the 13F portfolio, value $459,434.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 14,807 shares
    Change vs previous 13F +985 shares

    0.05% of the 13F portfolio, value $392,978.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 13,822 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $378,446.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).