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CAPTRUST FINANCIAL ADVISORS: GEV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 143,057 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,057 shares
    Change vs previous 13F +92,579 shares

    0.26% of the 13F portfolio, value $168,072,456.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 50,478 shares
    Change vs previous 13F +21,763 shares

    0.08% of the 13F portfolio, value $44,054,125.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 28,715 shares
    Change vs previous 13F -2,224 shares

    0.04% of the 13F portfolio, value $18,767,212.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 30,939 shares
    Change vs previous 13F +2,043 shares

    0.04% of the 13F portfolio, value $19,024,189.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 28,896 shares
    Change vs previous 13F +1,541 shares

    0.03% of the 13F portfolio, value $15,290,418.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,355 shares
    Change vs previous 13F +7,754 shares

    0.02% of the 13F portfolio, value $8,350,853.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,601 shares
    Change vs previous 13F +2,470 shares

    0.02% of the 13F portfolio, value $6,447,510.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 17,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,368,150.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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