Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$370,080
+$95,117 QoQ
Shares Held
315
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,565
of 3,397 holders
Holding Since
Dec 2025
3 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, 2026LMG Wealth Partners, LLC holds $11,228,298 across 4 Specialty Industrial Machinery names. GEV ranks #4 (3.3% of the industry book) .
All Filings in GEV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,080 | 315 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $274,963 | 315 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $205,874 | 315 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||