Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,367,537
+$354,101 QoQ
Shares Held
1,164
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,519
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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $6,867,863 across 6 Specialty Industrial Machinery names. GEV ranks #3 (19.9% 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 | $1,367,537 | 1,164 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,013,436 | 1,161 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $640,498 | 980 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $522,050 | 849 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $293,678 | 555 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||