Position in GEV
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$3,448,214
New position
Shares Held
2,935
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#1,031
of 3,397 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bernard Wealth Management Corp. holds $3,766,438 across 3 Specialty Industrial Machinery names. GEV ranks #1 (91.6% of the industry book) .
All Filings in GEV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,448,214 | 2,935 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||