Position in GEV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,805,963
+$5,321,161 QoQ
Shares Held
5,793
+240.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#788
of 3,398 holders
Holding Since
Dec 2024
7 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, 2026HCR Wealth Advisors holds $31,721,892 across 5 Specialty Industrial Machinery names. GEV ranks #2 (21.5% 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 | $6,805,963 | 5,793 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,484,802 | 1,701 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,140,479 | 1,745 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $612,440 | 996 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $460,889 | 871 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $303,143 | 993 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $261,828 | 796 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||