Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$45,140,470
+$8,553,740 QoQ
Shares Held
38,422
-8.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
4.14%
of 13F equity value
Holder Rank
#307
of 3,398 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $45,904,459 across 4 Specialty Industrial Machinery names. GEV ranks #1 (98.3% of the industry book) .
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,140,470 | 38,422 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $36,586,730 | 41,914 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,273,438 | 43,260 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $27,067,283 | 44,019 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $25,381,738 | 47,967 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,011,533 | 49,173 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $17,006,667 | 51,703 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,650,864 | 53,537 | Shares | Sole | 2024-10-01 | |
| No filing history on record for this holder in this stock. | ||||||