Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$331,310
+$59,839 QoQ
Shares Held
282
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#2,673
of 3,398 holders
Holding Since
Jun 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, 2026Sagace Wealth Management LLC holds $910,652 across 3 Specialty Industrial Machinery names. GEV ranks #1 (36.4% of the industry book) .
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,310 | 282 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $271,471 | 311 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $210,449 | 322 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $229,651 | 434 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||