Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,281,199
+$2,697,444 QoQ
Shares Held
8,751
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#638
of 3,398 holders
Holding Since
Sep 2024
8 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, 2026BNC WEALTH MANAGEMENT, LLC holds $17,977,034 across 3 Specialty Industrial Machinery names. GEV ranks #1 (57.2% 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 | $10,281,199 | 8,751 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,583,755 | 8,688 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,444,853 | 9,861 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,811,419 | 9,451 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,878,233 | 9,219 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,195,573 | 7,192 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $310,838 | 945 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $225,402 | 884 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||