Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,631,880
+$419,422 QoQ
Shares Held
1,389
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,429
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, 2026Garrett Wealth Advisory Group, LLC holds $3,239,821 across 3 Specialty Industrial Machinery names. GEV ranks #1 (50.4% 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 | $1,631,880 | 1,389 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,212,458 | 1,389 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $794,741 | 1,216 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $364,020 | 592 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $298,440 | 564 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||