Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$458,195
+$123,875 QoQ
Shares Held
390
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,371
of 3,397 holders
Holding Since
Dec 2024
4 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, 2026Foster Victor Wealth Advisors, LLC holds $51,543,898 across 4 Specialty Industrial Machinery names. GEV ranks #4 (0.9% of the industry book) .
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,195 | 390 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $334,320 | 383 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $224,174 | 343 | Shares | Sole | 2026-01-26 | |
| 2024-12-31 | $170,056 | 517 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||