Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,496,189
+$3,216,518 QoQ
Shares Held
3,827
+161.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#921
of 3,398 holders
Holding Since
Sep 2024
8 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, 2026FORTEM FINANCIAL GROUP, LLC holds $11,297,051 across 3 Specialty Industrial Machinery names. GEV ranks #2 (39.8% of the industry book) .
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,496,189 | 3,827 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,279,671 | 1,466 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $958,133 | 1,466 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $716,973 | 1,166 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $616,988 | 1,166 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $661,847 | 2,168 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $288,471 | 877 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $223,617 | 877 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||