Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,375,566
+$736,260 QoQ
Shares Held
2,022
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#1,214
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, 2026Invera Wealth Advisors, LLC holds $6,470,715 across 4 Specialty Industrial Machinery names. GEV ranks #2 (36.7% of the industry book) .
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,375,566 | 2,022 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,639,306 | 1,878 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,326,093 | 2,029 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,375,531 | 2,237 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,233,977 | 2,332 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||