Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$365,380
-$421,102 QoQ
Shares Held
311
-65.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,578
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026waypoint wealth counsel holds $971,464 across 3 Specialty Industrial Machinery names. GEV ranks #1 (37.6% 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 | $365,380 | 311 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $786,482 | 901 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $672,522 | 1,029 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $598,297 | 973 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $437,606 | 827 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||