EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025

Shares 38 Value ($000) $10 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 95 Value ($000) $19 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 31 Value ($000) $9 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 31 Value ($000) $8 Avg Close $234.02 Range $203.82 - $255.89

Q3 2022

Shares 60 Value ($000) $4 Avg Close $88.97 Range $74.35 - $99.33

Q1 2021

Shares 29 Value ($000) $4 Avg Close $111.29 Range $94.12 - $131.72

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	38	$10	$218.31	$147.33 - $275.24
Q1 2025	95	$19	$246.39	$183.44 - $294.03
Q4 2024	31	$9	$279.37	$241.56 - $319.31
Q3 2024	31	$8	$234.02	$203.82 - $255.89
Q3 2022	60	$4	$88.97	$74.35 - $99.33
Q1 2021	29	$4	$111.29	$94.12 - $131.72