Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,076,171
+$382,216 QoQ
Shares Held
916
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,701
of 3,398 holders
Holding Since
Dec 2024
7 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, 2026Herold Advisors, Inc. holds $5,247,167 across 4 Specialty Industrial Machinery names. GEV ranks #2 (20.5% of the industry book) .
All Filings in GEV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,171 | 916 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $693,955 | 795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $399,984 | 612 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $467,324 | 760 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $295,794 | 559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $348,324 | 1,141 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $304,589 | 926 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||