Position in GEV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$717,839
+$184,498 QoQ
Shares Held
611
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,000
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Forza Wealth Management, LLC holds $5,268,051 across 6 Specialty Industrial Machinery names. GEV ranks #3 (13.6% of the industry book) .
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,839 | 611 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $533,341 | 611 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $399,331 | 611 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $375,703 | 611 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $323,310 | 611 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||