Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$824,751
+$215,467 QoQ
Shares Held
702
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,897
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, 2026Lakeridge Wealth Management LLC holds $1,597,921 across 3 Specialty Industrial Machinery names. GEV ranks #1 (51.6% of the industry book) .
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,751 | 702 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $609,284 | 698 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $479,066 | 733 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $433,504 | 705 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $287,857 | 544 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||