Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$338,359
+$1,420 QoQ
Shares Held
288
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,655
of 3,398 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Buckley Wealth Management, LLC holds $3,435,169 across 3 Specialty Industrial Machinery names. GEV ranks #3 (9.8% of the industry book) .
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,359 | 288 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $336,939 | 386 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $275,152 | 421 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $277,319 | 451 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $326,485 | 617 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $285,182 | 867 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $325,609 | 1,277 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $249,375 | 1,454 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||