GEQ · Insider trading · 13F holders · Congress trades
Ea Series Trust (GEQ)
Who is buying and selling GEQ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 10
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
GEQ at a glance
- No open-market insider purchases or sales of GEQ were filed in the last 90 days.
- 10 13F filers hold GEQ among their 50 largest positions, worth $30.7M combined. The biggest bets by portfolio weight are Forthright Family Wealth Advisory LLC (1.2%), Stokes Family Office, LLC (1.0%) and Summit Wealth & Retirement Planning, Inc. (0.7%).
- No member of Congress has disclosed a trade in GEQ.
GEQ insider trading
No open-market insider purchases or sales of GEQ were filed in the last 90 days.
Who owns GEQ? Hedge funds and superinvestors
10 13F filers hold GEQ among their 50 largest positions, worth $30.7M combined. The biggest bets by portfolio weight are Forthright Family Wealth Advisory LLC (1.2%), Stokes Family Office, LLC (1.0%) and Summit Wealth & Retirement Planning, Inc. (0.7%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Stokes Family Office, LLCWealth manager | 1.0% | $8.9M | 173,163 | — | Q2 2026 |
| Berger Financial Group, IncWealth manager | 0.4% | $8.3M | 161,649 | — | Q2 2026 |
| Fiducient Advisors LLCInstitutional asset manager | 0.6% | $4.0M | 77,334 | — | Q2 2026 |
| Summit Wealth & Retirement Planning, Inc.Wealth manager | 0.7% | $3.2M | 62,800 | — | Q2 2026 |
| Forthright Family Wealth Advisory LLCWealth manager | 1.2% | $2.0M | 39,973 | — | Q2 2026 |
| Goepper Burkhardt LLCWealth manager | 0.4% | $1.2M | 23,027 | — | Q2 2026 |
| Baker Boyer National BankBank & trust | 0.3% | $961K | 18,780 | — | Q2 2026 |
| A4 Wealth Advisors LLCWealth manager | 0.6% | $853K | 16,846 | +0.0% shares | Q3 2026 |
| Sherman Wealth Management LLCWealth manager | 0.6% | $776K | 15,325 | +0.3% shares | Q3 2026 |
| Thor Investment Management Inc /oh/ /advAsset manager | 0.3% | $560K | 11,066 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 7). Screen GEQ in the grand portfolio →
GEQ stock trades by members of Congress
No member of Congress has disclosed a trade in GEQ.
GEQ questions and answers
Are insiders buying GEQ stock?
No open-market insider purchases or sales of GEQ were filed in the last 90 days.
Which hedge funds own GEQ?
10 13F filers hold GEQ among their 50 largest positions, worth $30.7M combined. The biggest bets by portfolio weight are Forthright Family Wealth Advisory LLC (1.2%), Stokes Family Office, LLC (1.0%) and Summit Wealth & Retirement Planning, Inc. (0.7%).
Has Congress traded GEQ?
No member of Congress has disclosed a trade in GEQ.
Who is the largest holder of GEQ?
Among 13F filers, Stokes Family Office, LLC reports the largest GEQ position, $8.9M (173,163 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Forthright Family Wealth Advisory LLC's: 1.2% of its portfolio.
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