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B. Riley Wealth Advisors, Inc.: GEV position timeline

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

B. Riley Wealth Advisors, Inc. held 7,791 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,791 shares
    Change vs previous 13F -985 shares

    0.29% of the 13F portfolio, value $7,405,520.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,776 shares
    Change vs previous 13F -1,298 shares

    0.53% of the 13F portfolio, value $9,675,819.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,074 shares
    Change vs previous 13F +54 shares

    0.53% of the 13F portfolio, value $8,234,212.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,020 shares
    Change vs previous 13F +7,495 shares

    0.31% of the 13F portfolio, value $6,549,041.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,525 shares
    Change vs previous 13F -305 shares

    0.07% of the 13F portfolio, value $1,552,510.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,830 shares
    Change vs previous 13F -1,036 shares

    0.07% of the 13F portfolio, value $1,497,280.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,866 shares
    Change vs previous 13F +477 shares

    0.04% of the 13F portfolio, value $1,180,329.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,389 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,115,698.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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