Position in GEV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$339,534
+$87,266 QoQ
Shares Held
289
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,648
of 3,398 holders
Holding Since
Jun 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, 2026Sterling Wealth Management, Inc. holds $2,461,159 across 4 Specialty Industrial Machinery names. GEV ranks #4 (13.8% 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 | $339,534 | 289 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $252,268 | 289 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $233,884 | 442 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||