Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$882,319
-$694,138 QoQ
Shares Held
751
-58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,838
of 3,398 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $3,564,905 across 6 Specialty Industrial Machinery names. GEV ranks #2 (24.8% of the industry book) .
All Filings in GEV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,319 | 751 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,576,457 | 1,806 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||