Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$857,647
+$212,574 QoQ
Shares Held
730
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,872
of 3,397 holders
Holding Since
Jun 2024
9 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, 2026Keystone Financial Group holds $2,472,686 across 4 Specialty Industrial Machinery names. GEV ranks #1 (34.7% of the industry book) .
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,647 | 730 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $645,073 | 739 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $369,267 | 565 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,030,572 | 1,676 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $703,769 | 1,330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $430,444 | 1,410 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $535,498 | 1,628 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $439,840 | 1,725 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $287,965 | 1,679 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||