Position in GEV
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$686,118
+$352,671 QoQ
Shares Held
584
+52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,038
of 3,398 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PRIVATE CLIENT SERVICES, LLC holds $1,205,310 across 3 Specialty Industrial Machinery names. GEV ranks #1 (56.9% of the industry book) .
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,118 | 584 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $333,447 | 382 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $242,474 | 371 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $219,519 | 357 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||