Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$425,299
+$108,437 QoQ
Shares Held
362
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,435
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $2,461,075 across 4 Specialty Industrial Machinery names. GEV ranks #4 (17.3% of the industry book) .
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,299 | 362 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $316,862 | 363 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $237,245 | 363 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,593 | 362 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||