Skip to content
Disclosery

Beacon Pointe Advisors, LLC: GEV position timeline

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

Beacon Pointe Advisors, LLC held 14,515 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,515 shares
    Change vs previous 13F +130 shares

    0.08% of the 13F portfolio, value $17,045,312.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 14,385 shares
    Change vs previous 13F +4,178 shares

    0.07% of the 13F portfolio, value $12,556,283.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 10,207 shares
    Change vs previous 13F +762 shares

    0.05% of the 13F portfolio, value $6,670,709.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 9,445 shares
    Change vs previous 13F -257 shares

    0.05% of the 13F portfolio, value $5,807,985.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 9,702 shares
    Change vs previous 13F -948 shares

    0.05% of the 13F portfolio, value $5,133,570.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 10,650 shares
    Change vs previous 13F -378 shares

    0.04% of the 13F portfolio, value $3,251,265.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 11,028 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $3,627,440.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 11,036 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,813,959.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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