Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$337,183
+$87,535 QoQ
Shares Held
287
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,661
of 3,398 holders
Holding Since
Mar 2026
2 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, 2026AGH Wealth Advisors, LLC holds $1,285,555 across 3 Specialty Industrial Machinery names. GEV ranks #2 (26.2% 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 | $337,183 | 287 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $249,648 | 286 | Shares | Other | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||