Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,121,991
+$334,636 QoQ
Shares Held
955
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,678
of 3,398 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,577,316 across 5 Specialty Industrial Machinery names. GEV ranks #1 (43.5% of the industry book) .
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,991 | 955 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $787,355 | 902 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $452,924 | 693 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $230,587 | 375 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||