Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,078,327
+$581,304 QoQ
Shares Held
1,769
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,296
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, 2026Forum Financial Management, LP holds $2,714,029 across 3 Specialty Industrial Machinery names. GEV ranks #1 (76.6% 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 | $2,078,327 | 1,769 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,497,023 | 1,715 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,073,124 | 3,172 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,924,022 | 3,129 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,680,580 | 3,176 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,000,097 | 3,276 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,111,454 | 3,379 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $863,872 | 3,388 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $543,343 | 3,168 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||