Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$514,588
+$147,970 QoQ
Shares Held
438
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#900
of 1,444 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TRUE Private Wealth Advisors holds $5,132,928 across 4 Specialty Industrial Machinery names. GEV ranks #2 (10.0% 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 | $514,588 | 438 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $366,618 | 420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $264,042 | 404 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $346,803 | 564 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $206,368 | 390 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||