Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$844,724
+$267,738 QoQ
Shares Held
719
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,882
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026Legacy Financial Strategies, LLC holds $6,518,241 across 5 Specialty Industrial Machinery names. GEV ranks #3 (13.0% of the industry book) .
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,724 | 719 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $576,986 | 661 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $337,242 | 516 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||