Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$578,031
+$148,565 QoQ
Shares Held
492
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,186
of 3,398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $1,817,497 across 3 Specialty Industrial Machinery names. GEV ranks #2 (31.8% 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 | $578,031 | 492 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $429,466 | 492 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $321,556 | 492 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $302,530 | 492 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $260,341 | 492 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||