Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$536,911
+$172,912 QoQ
Shares Held
457
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,243
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, 2026Flatrock Wealth Partners LLC holds $1,167,613 across 3 Specialty Industrial Machinery names. GEV ranks #1 (46.0% of the industry book) .
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,911 | 457 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $363,999 | 417 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $247,703 | 379 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||