Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,102,222
+$1,928,015 QoQ
Shares Held
5,194
+8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#829
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026WealthShield Partners, LLC holds $16,849,667 across 4 Specialty Industrial Machinery names. GEV ranks #1 (36.2% of the industry book) .
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,102,222 | 5,194 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,174,207 | 4,782 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $394,102 | 603 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $367,710 | 598 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $274,628 | 519 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||