Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$589,779
+$144,600 QoQ
Shares Held
502
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,176
of 3,398 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, 2026TriaGen Wealth Management LLC holds $1,578,047 across 4 Specialty Industrial Machinery names. GEV ranks #1 (37.4% of the industry book) .
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,779 | 502 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $445,179 | 510 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $379,724 | 581 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $357,256 | 581 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $309,552 | 585 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,964,782 | 6,436 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $451,291 | 1,372 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $344,732 | 1,352 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $209,928 | 1,224 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||