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Disclosery

Clearstead Advisors, LLC: GEV position timeline

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

Clearstead Advisors, LLC held 13,050 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,050 shares
    Change vs previous 13F +3,589 shares

    0.14% of the 13F portfolio, value $15,332,600.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 9,461 shares
    Change vs previous 13F -525 shares

    0.08% of the 13F portfolio, value $8,258,891.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 9,986 shares
    Change vs previous 13F +393 shares

    0.08% of the 13F portfolio, value $6,526,818.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 9,593 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $5,898,775.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 9,573 shares
    Change vs previous 13F +3,038 shares

    0.07% of the 13F portfolio, value $5,065,576.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 6,535 shares
    Change vs previous 13F +124 shares

    0.03% of the 13F portfolio, value $1,995,012.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 6,411 shares
    Change vs previous 13F +164 shares

    0.03% of the 13F portfolio, value $2,108,771.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 6,247 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,592,860.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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