Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$160,955
+$41,368 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,133
of 3,396 holders
Holding Since
Sep 2024
8 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, 2026VALLEY WEALTH MANAGERS, INC. holds $281,783 across 6 Specialty Industrial Machinery names. GEV ranks #1 (57.1% of the industry book) .
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,955 | 137 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $119,587 | 137 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $89,539 | 137 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $84,241 | 137 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $72,493 | 137 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $42,433 | 139 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $657 | 2 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,414 | 33 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||