Clarion Wealth Managment Partners, LLC: GEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarion Wealth Managment Partners, LLC on GEV, newest first. How the timeline and the estimate are built.
Clarion Wealth Managment Partners, LLC held 738 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 738 sharesChange vs previous 13F 0 shares
0.7% of the 13F portfolio, value $867,259.
13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 738 sharesChange vs previous 13F -12 shares
0.58% of the 13F portfolio, value $644,334.
13F-HR 0002081211-26-000002 filed by Clarion Wealth Managment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 750 sharesChange vs previous 13F -1 shares
0.45% of the 13F portfolio, value $490,254.
13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 751 sharesChange vs previous 13F -3 shares
0.46% of the 13F portfolio, value $461,848.
13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 754 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $399,017.
13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).