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Disclosery

Advisory Resource Group: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on GEV, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 379 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379 shares
    Change vs previous 13F -39 shares

    0.07% of the 13F portfolio, value $445,272.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 418 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $364,872.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 416 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $271,885.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 418 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $257,028.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 431 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $228,064.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).