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Caprock Group, LLC: GEV position timeline

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

Caprock Group, LLC held 22,553 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,553 shares
    Change vs previous 13F -713 shares

    0.51% of the 13F portfolio, value $26,508,987.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 23,266 shares
    Change vs previous 13F -252 shares

    0.49% of the 13F portfolio, value $20,320,951.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 23,518 shares
    Change vs previous 13F +1,058 shares

    0.32% of the 13F portfolio, value $15,370,858.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 22,460 shares
    Change vs previous 13F +3,332 shares

    0.34% of the 13F portfolio, value $13,767,461.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 19,128 shares
    Change vs previous 13F +66 shares

    0.18% of the 13F portfolio, value $5,839,396.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 19,062 shares
    Change vs previous 13F +3,410 shares

    0.21% of the 13F portfolio, value $6,275,123.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 15,652 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,990,947.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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