Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,018,603
+$232,121 QoQ
Shares Held
867
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,744
of 3,398 holders
Holding Since
Sep 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, 2026Uniting Wealth Partners, LLC holds $2,088,725 across 3 Specialty Industrial Machinery names. GEV ranks #1 (48.8% 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 | $1,018,603 | 867 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $786,482 | 901 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $600,630 | 919 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $451,951 | 735 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||