Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,117,097
+$547,623 QoQ
Shares Held
1,802
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,282
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, 2026Wealth Dimensions Group, Ltd. holds $3,161,483 across 4 Specialty Industrial Machinery names. GEV ranks #1 (67.0% 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 | $2,117,097 | 1,802 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,569,474 | 1,798 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,238,515 | 1,895 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,148,633 | 1,868 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $976,281 | 1,845 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $580,642 | 1,902 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $527,274 | 1,603 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $386,804 | 1,517 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $272,014 | 1,586 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||