Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,199,542
+$1,641,788 QoQ
Shares Held
6,128
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.29%
of 13F equity value
Holder Rank
#762
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026M3 Wealth Management, LLC holds $10,949,508 across 3 Specialty Industrial Machinery names. GEV ranks #1 (65.8% of the industry book) .
All Filings in GEV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,199,542 | 6,128 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,557,754 | 6,367 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,204,415 | 6,433 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||