Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,126,496
-$7,050,301 QoQ
Shares Held
1,810
-82.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,282
of 3,410 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $2,637,459 across 3 Specialty Industrial Machinery names. GEV ranks #1 (80.6% of the industry book) .
All Filings in GEV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,126,496 | 1,810 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,176,797 | 10,513 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,089,425 | 4,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,906,632 | 4,727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,492,296 | 4,710 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,677,543 | 5,100 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $999,388 | 5,827 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||