Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,906,797
+$866,301 QoQ
Shares Held
1,623
+36.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,339
of 3,398 holders
Holding Since
Dec 2024
6 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, 2026Synergy Asset Management, LLC holds $9,540,964 across 3 Specialty Industrial Machinery names. GEV ranks #2 (20.0% of the industry book) .
All Filings in GEV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,797 | 1,623 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,040,496 | 1,192 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $328,745 | 503 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,158,469 | 1,884 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $249,229 | 471 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $147,031 | 447 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||