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CABOT WEALTH MANAGEMENT INC: GEV position timeline

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

CABOT WEALTH MANAGEMENT INC held 372 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 372 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $437,048.

    13F-HR 0001016683-26-000004 filed by CABOT WEALTH MANAGEMENT INC
    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 353 shares
    Change vs previous 13F -127 shares

    0.04% of the 13F portfolio, value $308,134.

    13F-HR 0001016683-26-000002 filed by CABOT WEALTH MANAGEMENT INC
    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 480 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $313,714.

    13F-HR 0001016683-26-000001 filed by CABOT WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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