Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$942,237
+$255,265 QoQ
Shares Held
802
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,799
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, 2026Caerus Investment Advisors, LLC holds $3,358,178 across 5 Specialty Industrial Machinery names. GEV ranks #2 (28.1% 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 | $942,237 | 802 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $686,972 | 787 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $663,373 | 1,015 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $652,408 | 1,061 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||