Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,450,952
+$333,640 QoQ
Shares Held
1,235
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,485
of 3,397 holders
Holding Since
Mar 2024
10 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, 2026Wealth Management Associates, Inc. holds $3,744,105 across 5 Specialty Industrial Machinery names. GEV ranks #1 (38.8% of the industry book) .
All Filings in GEV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,952 | 1,235 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,117,312 | 1,280 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $839,837 | 1,285 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $796,295 | 1,295 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $661,437 | 1,250 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $310,469 | 1,017 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $330,903 | 1,006 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $291,442 | 1,143 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $208,727 | 1,217 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $166,424 | 1,217 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||