Position in GEV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$605,052
+$182,569 QoQ
Shares Held
515
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,163
of 3,410 holders
Holding Since
Jun 2025
5 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, 2026Beacon Financial Advisory LLC holds $2,227,879 across 4 Specialty Industrial Machinery names. GEV ranks #2 (27.2% of the industry book) .
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,052 | 515 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $422,483 | 484 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $290,185 | 444 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $336,965 | 548 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $327,543 | 619 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||