Position in GEV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,226,553
+$348,416 QoQ
Shares Held
1,044
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,608
of 3,398 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $10,758,916 across 6 Specialty Industrial Machinery names. GEV ranks #4 (11.4% 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 | $1,226,553 | 1,044 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $878,137 | 1,006 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $675,791 | 1,034 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $680,694 | 1,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $565,132 | 1,068 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $325,733 | 1,067 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $314,457 | 956 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $223,362 | 876 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||