Position in GEV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,051,703
+$1,423,588 QoQ
Shares Held
5,151
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#831
of 3,398 holders
Holding Since
Sep 2024
8 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, 2026WESPAC Advisors SoCal, LLC holds $18,605,538 across 3 Specialty Industrial Machinery names. GEV ranks #2 (32.5% of the industry book) .
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,051,703 | 5,151 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,628,115 | 5,302 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,067,819 | 6,224 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,639,593 | 5,919 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,145,796 | 5,945 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,469,007 | 4,812 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,408,807 | 4,283 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $718,788 | 2,819 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||