Caliber Wealth Management, LLC / KS: GEV position timeline

Caliber Wealth Management, LLC / KS held 2,305 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,305 shares

   Change vs previous 13F -424 shares

   0.26% of the 13F portfolio, value $2,707,888.

   13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,729 shares

   Change vs previous 13F -736 shares

   0.26% of the 13F portfolio, value $2,382,578.

   13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,465 shares

   Change vs previous 13F +257 shares

   0.24% of the 13F portfolio, value $2,264,496.

   13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,208 shares

   Change vs previous 13F -117 shares

   0.22% of the 13F portfolio, value $1,972,831.

   13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,325 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $1,759,422.

   13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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