Position in GEV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$55,218
+$8,082 QoQ
Shares Held
47
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,251
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026CGC Financial Services, LLC holds $157,880 across 6 Specialty Industrial Machinery names. GEV ranks #2 (35.0% of the industry book) .
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,218 | 47 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $47,136 | 54 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $35,292 | 54 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $19,676 | 32 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,408 | 14 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,273 | 14 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,605 | 14 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,569 | 14 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,401 | 14 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||