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Arkadios Wealth Advisors: GEV position timeline

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

Arkadios Wealth Advisors held 9,881 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,881 shares
    Change vs previous 13F +772 shares

    0.18% of the 13F portfolio, value $11,608,738.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 9,109 shares
    Change vs previous 13F +347 shares

    0.13% of the 13F portfolio, value $7,951,451.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 8,762 shares
    Change vs previous 13F +581 shares

    0.11% of the 13F portfolio, value $5,726,194.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 8,181 shares
    Change vs previous 13F +1,854 shares

    0.12% of the 13F portfolio, value $5,030,614.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 6,327 shares
    Change vs previous 13F +3,845 shares

    0.1% of the 13F portfolio, value $3,347,952.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 2,482 shares
    Change vs previous 13F +470 shares

    0.03% of the 13F portfolio, value $757,599.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 2,012 shares
    Change vs previous 13F -16,564 shares

    0.04% of the 13F portfolio, value $661,807.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 18,576 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,736,508.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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