Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,305,269
+$335,478 QoQ
Shares Held
1,111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#1,545
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Compass Wealth Management, LLC/GA holds $1,855,786 across 3 Specialty Industrial Machinery names. GEV ranks #1 (70.3% of the industry book) .
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,305,269 | 1,111 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $969,791 | 1,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $660,759 | 1,011 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $621,663 | 1,011 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $534,970 | 1,011 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||