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Disclosery

Ascent Wealth Partners, LLC: GEV position timeline

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

Ascent Wealth Partners, LLC held 10,652 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,652 shares
    Change vs previous 13F +365 shares

    1.25% of the 13F portfolio, value $12,514,646.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, 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 10,287 shares
    Change vs previous 13F +870 shares

    1.04% of the 13F portfolio, value $8,979,522.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, 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 9,417 shares
    Change vs previous 13F -274 shares

    0.71% of the 13F portfolio, value $6,154,669.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, 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 9,691 shares
    Change vs previous 13F -2,795 shares

    0.69% of the 13F portfolio, value $5,958,996.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, 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 12,486 shares
    Change vs previous 13F -3,686 shares

    0.82% of the 13F portfolio, value $6,606,967.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, 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 16,172 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,936,988.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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