Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$379,479
+$104,516 QoQ
Shares Held
323
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,546
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026Safeguard Investment Advisory Group, LLC holds $1,276,684 across 3 Specialty Industrial Machinery names. GEV ranks #2 (29.7% of the industry book) .
All Filings in GEV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,479 | 323 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $274,963 | 315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $201,953 | 309 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||