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Cornerstone Wealth Management, LLC: GEV position timeline

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

Cornerstone Wealth Management, LLC held 3,462 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,462 shares
    Change vs previous 13F +72 shares

    0.17% of the 13F portfolio, value $4,067,220.

    13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, 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 3,390 shares
    Change vs previous 13F +202 shares

    0.15% of the 13F portfolio, value $2,959,533.

    13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, 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 3,188 shares
    Change vs previous 13F +161 shares

    0.11% of the 13F portfolio, value $2,083,623.

    13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, 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 3,027 shares
    Change vs previous 13F +426 shares

    0.1% of the 13F portfolio, value $1,861,076.

    13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, 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 2,601 shares
    Change vs previous 13F +78 shares

    0.08% of the 13F portfolio, value $1,376,425.

    13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, 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 2,523 shares
    Change vs previous 13F +279 shares

    0.05% of the 13F portfolio, value $770,094.

    13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, 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 2,244 shares
    Change vs previous 13F -45 shares

    0.05% of the 13F portfolio, value $737,967.

    13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, 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 2,289 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $583,766.

    13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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