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Disclosery

Cape Investment Advisory, Inc.: GEV position timeline

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

Cape Investment Advisory, Inc. held 768 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 768 shares
    Change vs previous 13F +235 shares

    0.19% of the 13F portfolio, value $729,504.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 533 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $626,730.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, 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 634 shares
    Change vs previous 13F +94 shares

    0.18% of the 13F portfolio, value $553,063.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, 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 540 shares
    Change vs previous 13F +519 shares

    0.1% of the 13F portfolio, value $331,720.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, 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 21 shares
    Change vs previous 13F -589 shares

    0.01% of the 13F portfolio, value $12,913.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, 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 610 shares
    Change vs previous 13F -61 shares

    0.12% of the 13F portfolio, value $322,891.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, 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 671 shares
    Change vs previous 13F +376 shares

    0.08% of the 13F portfolio, value $204,843.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, 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 295 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $97,034.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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