Position in GEV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$452,321
+$158,154 QoQ
Shares Held
385
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,385
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026OneAscent Wealth Management LLC holds $1,102,769 across 3 Specialty Industrial Machinery names. GEV ranks #1 (41.0% of the industry book) .
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,321 | 385 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $294,167 | 337 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $299,335 | 458 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $291,462 | 474 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $300,028 | 567 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||