Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,896
+$7,582 QoQ
Shares Held
28
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,303
of 3,410 holders
Holding Since
Jun 2024
9 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, 2026HighMark Wealth Management LLC holds $71,946 across 5 Specialty Industrial Machinery names. GEV ranks #1 (45.7% of the industry book) .
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,896 | 28 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,314 | 29 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,299 | 28 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,608 | 14 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $15,874 | 30 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,768 | 32 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,867 | 30 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,649 | 30 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,145 | 30 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||