Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,891,330
+$818,193 QoQ
Shares Held
2,461
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#1,107
of 3,397 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Global Assets Advisory, LLC holds $3,980,649 across 3 Specialty Industrial Machinery names. GEV ranks #1 (72.6% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,891,330 | 2,461 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,073,137 | 2,375 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,603,207 | 2,453 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,492,362 | 2,427 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,131,851 | 2,139 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,631,111 | 5,343 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $601,612 | 1,829 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $527,553 | 2,069 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||