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AVISO WEALTH MANAGEMENT: GEV position timeline

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

AVISO WEALTH MANAGEMENT held 675 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 675 shares
    Change vs previous 13F +55 shares

    0.27% of the 13F portfolio, value $793,516.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 620 shares
    Change vs previous 13F +191 shares

    0.24% of the 13F portfolio, value $541,550.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 429 shares
    Change vs previous 13F +100 shares

    0.12% of the 13F portfolio, value $280,382.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 329 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $202,302.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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