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Disclosery

CapWealth Advisors, LLC: GEV position timeline

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

CapWealth Advisors, LLC held 32,375 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,375 shares
    Change vs previous 13F -1,034 shares

    2.32% of the 13F portfolio, value $30,772,179.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,409 shares
    Change vs previous 13F -3,635 shares

    2.69% of the 13F portfolio, value $39,250,968.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    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 37,044 shares
    Change vs previous 13F -8,512 shares

    2.4% of the 13F portfolio, value $32,335,752.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 45,556 shares
    Change vs previous 13F -19 shares

    2.04% of the 13F portfolio, value $29,774,061.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 45,575 shares
    Change vs previous 13F -2,423 shares

    1.93% of the 13F portfolio, value $28,024,087.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    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 47,998 shares
    Change vs previous 13F -467 shares

    2.51% of the 13F portfolio, value $25,398,155.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    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 48,465 shares
    Change vs previous 13F -13,756 shares

    1.61% of the 13F portfolio, value $14,795,399.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    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 62,221 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $20,466,354.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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