Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$489,916
+$203,605 QoQ
Shares Held
417
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,314
of 3,397 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026XXI WEALTH, LLC holds $3,807,493 across 3 Specialty Industrial Machinery names. GEV ranks #2 (12.9% of the industry book) .
All Filings in GEV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,916 | 417 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $286,311 | 328 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||