Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,173,296
+$845,272 QoQ
Shares Held
2,701
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,059
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Focused Wealth Management, Inc holds $4,497,464 across 5 Specialty Industrial Machinery names. GEV ranks #1 (70.6% of the industry book) .
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,173,296 | 2,701 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,328,024 | 2,667 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,794,703 | 2,746 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,638,093 | 2,664 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,358,857 | 2,568 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $772,053 | 2,529 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $847,981 | 2,578 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $673,402 | 2,641 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $453,986 | 2,647 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||