Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$51,693
+$13,286 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,260
of 3,398 holders
Holding Since
Jun 2024
8 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, 2026Dynamic Wealth Strategies, LLC holds $508,054 across 6 Specialty Industrial Machinery names. GEV ranks #4 (10.2% of the industry book) .
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,693 | 44 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $38,407 | 44 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,757 | 44 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $31,974 | 52 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27,515 | 52 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,874 | 52 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $13,258 | 52 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,918 | 52 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||