Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,371,081
+$12,958,200 QoQ
Shares Held
11,381
+2306.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#553
of 3,398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $22,363,150 across 4 Specialty Industrial Machinery names. GEV ranks #1 (59.8% of the industry book) .
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,371,081 | 11,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $412,881 | 473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $289,531 | 443 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $269,326 | 438 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $231,767 | 438 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||