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Disclosery

AE Wealth Management LLC: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on GEV, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 16,767 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,767 shares
    Change vs previous 13F +548 shares

    0.09% of the 13F portfolio, value $19,699,769.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 16,219 shares
    Change vs previous 13F -2,830 shares

    0.08% of the 13F portfolio, value $14,158,695.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 19,049 shares
    Change vs previous 13F +625 shares

    0.07% of the 13F portfolio, value $12,450,799.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 18,424 shares
    Change vs previous 13F +2,227 shares

    0.07% of the 13F portfolio, value $11,329,655.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 16,197 shares
    Change vs previous 13F -487 shares

    0.06% of the 13F portfolio, value $8,571,000.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,684 shares
    Change vs previous 13F +3,892 shares

    0.04% of the 13F portfolio, value $5,093,364.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,792 shares
    Change vs previous 13F +4,767 shares

    0.04% of the 13F portfolio, value $4,207,559.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,025 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,046,214.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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