Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$964,560
+$287,190 QoQ
Shares Held
821
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,779
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, 2026Beaumont Financial Advisors, LLC holds $3,612,559 across 5 Specialty Industrial Machinery names. GEV ranks #1 (26.7% 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 | $964,560 | 821 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $677,370 | 776 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $477,106 | 730 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $449,491 | 731 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $388,925 | 735 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $271,393 | 889 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $299,984 | 912 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||