Position in GEV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$763,658
+$358,633 QoQ
Shares Held
650
+40.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,949
of 3,398 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,581,685 across 5 Specialty Industrial Machinery names. GEV ranks #2 (21.3% 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 | $763,658 | 650 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $405,025 | 464 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $292,798 | 448 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $223,208 | 363 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||