Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,210,105
+$469,886 QoQ
Shares Held
1,030
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,620
of 3,398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026AA Financial Advisors, LLC holds $1,774,011 across 3 Specialty Industrial Machinery names. GEV ranks #1 (68.2% 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 | $1,210,105 | 1,030 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $740,219 | 848 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $498,020 | 762 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $435,349 | 708 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $512,217 | 968 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||