Position in GEV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$928,139
+$427,505 QoQ
Shares Held
790
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,809
of 3,398 holders
Holding Since
Dec 2024
6 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, 2026Worth Financial Advisory Group, LLC holds $3,845,889 across 3 Specialty Industrial Machinery names. GEV ranks #2 (24.1% of the industry book) .
All Filings in GEV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,139 | 790 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $500,634 | 766 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $485,156 | 789 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $422,790 | 799 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $219,496 | 719 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $234,856 | 714 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||