Position in GEV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,597,043
-$1,114,126 QoQ
Shares Held
9,871
-32.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#599
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, 2026CMH Wealth Management LLC holds $20,386,379 across 4 Specialty Industrial Machinery names. GEV ranks #1 (56.9% 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 | $11,597,043 | 9,871 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $12,711,169 | 14,562 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,597,021 | 14,684 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,045,793 | 14,711 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,752,576 | 14,651 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||