Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$402,976
+$92,224 QoQ
Shares Held
343
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,475
of 3,396 holders
Holding Since
Sep 2025
4 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, 2026AFFINITY WEALTH MANAGEMENT LLC holds $7,385,255 across 4 Specialty Industrial Machinery names. GEV ranks #2 (5.5% of the industry book) .
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,976 | 343 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $310,752 | 356 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $232,670 | 356 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $218,904 | 356 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||