Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$511,064
+$144,446 QoQ
Shares Held
435
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,279
of 3,398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BALLAST ADVISORS LLC holds $2,579,302 across 4 Specialty Industrial Machinery names. GEV ranks #2 (19.8% of the industry book) .
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,064 | 435 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,618 | 420 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $264,695 | 405 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $249,034 | 405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $214,305 | 405 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||