Position in GEV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$392,403
+$119,186 QoQ
Shares Held
334
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,502
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026EAGLE WEALTH STRATEGIES LLC holds $1,875,272 across 3 Specialty Industrial Machinery names. GEV ranks #3 (20.9% of the industry book) .
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,403 | 334 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $273,217 | 313 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $223,520 | 342 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $215,215 | 350 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||