Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,065,598
+$274,751 QoQ
Shares Held
907
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#1,708
of 3,398 holders
Holding Since
Dec 2024
7 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, 2026Plan A Wealth LLC holds $2,438,133 across 3 Specialty Industrial Machinery names. GEV ranks #2 (43.7% of the industry book) .
All Filings in GEV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,598 | 907 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $790,847 | 906 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $597,362 | 914 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $555,869 | 904 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $480,997 | 909 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $277,499 | 909 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $331,232 | 1,007 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||