Position in GEV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$496,965
+$125,983 QoQ
Shares Held
423
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#2,301
of 3,398 holders
Holding Since
Mar 2025
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, 2026GENESIS PRIVATE WEALTH, LLC holds $1,051,764 across 3 Specialty Industrial Machinery names. GEV ranks #1 (47.3% 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 | $496,965 | 423 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $370,982 | 425 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $275,806 | 422 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $389,231 | 633 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $409,562 | 774 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $243,002 | 796 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||