Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$25,060,938
+$6,385,243 QoQ
Shares Held
21,331
-0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
11.37%
of 13F equity value
Holder Rank
#397
of 3,397 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, 2026Tempus Wealth Planning, LLC holds $27,791,813 across 3 Specialty Industrial Machinery names. GEV ranks #1 (90.2% of the industry book) .
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,060,938 | 21,331 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $18,675,695 | 21,395 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $14,022,344 | 21,455 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,137,953 | 21,366 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,303,702 | 21,362 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,534,823 | 21,406 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,003,577 | 21,292 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,821,703 | 22,832 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,915,916 | 22,832 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||