Position in GEV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$36,661
+$9,212 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Morton Brown Family Wealth, LLC holds $116,587 across 5 Specialty Industrial Machinery names. GEV ranks #2 (31.4% of the industry book) .
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,661 | 42 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $27,449 | 42 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $27,055 | 44 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,282 | 44 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,348 | 47 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $15,459 | 47 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,984 | 47 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,060 | 47 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||