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Peloton Interactive Inc cl a shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Peloton Interactive Inc cl a (PTON) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Peloton Interactive Inc cl a

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All positions including Peloton Interactive Inc cl a held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peloton Interactive Inc cl a by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $48k 11k 4.29
2024-12-31 $89k 10k 8.70
2024-09-30 $60k 13k 4.68
2024-06-30 $42k 13k 3.38
2024-03-31 $48k 11k 4.29

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding Peloton Interactive Inc cl a

Vanguard Group
BlackRock
Nantahala Capital Management
FMR
DnB NOR Asset Management AS
Vanguard Portfolio Management
Eminence Capital
Vanguard Capital Management
D. E. Shaw & Co
Alyeska Investment Group
UBS Group
DME Capital Management
Geode Capital Management
Citadel Advisors
T. Rowe Price Investment Management

View all funds holding Peloton Interactive Inc cl a