Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$551,009
+$150,348 QoQ
Shares Held
469
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,226
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Wealth Architects, LLC holds $1,680,638 across 4 Specialty Industrial Machinery names. GEV ranks #2 (32.8% of the industry book) .
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,009 | 469 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $400,661 | 459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $301,949 | 462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $283,468 | 461 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $261,929 | 495 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||