Position in GEV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,243,001
+$332,567 QoQ
Shares Held
1,058
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,598
of 3,398 holders
Holding Since
Sep 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $2,584,449 across 4 Specialty Industrial Machinery names. GEV ranks #1 (48.1% 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 | $1,243,001 | 1,058 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $910,434 | 1,043 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $670,562 | 1,026 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $645,030 | 1,049 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $559,311 | 1,057 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $298,258 | 977 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $321,364 | 977 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $247,075 | 969 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||