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Disclosery

Covenant Asset Management, LLC: GEV position timeline

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

Covenant Asset Management, LLC held 16,201 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,201 shares
    Change vs previous 13F -670 shares

    3.39% of the 13F portfolio, value $19,033,907.

    13F-HR 0001697717-26-000006 filed by Covenant Asset 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 16,871 shares
    Change vs previous 13F +177 shares

    3.02% of the 13F portfolio, value $14,726,696.

    13F-HR 0001697717-26-000004 filed by Covenant Asset 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 16,694 shares
    Change vs previous 13F +236 shares

    2.1% of the 13F portfolio, value $10,910,698.

    13F-HR 0001697717-26-000002 filed by Covenant Asset 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 16,458 shares
    Change vs previous 13F +116 shares

    1.91% of the 13F portfolio, value $10,120,025.

    13F-HR 0001697717-25-000012 filed by Covenant Asset 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 16,342 shares
    Change vs previous 13F +7,106 shares

    1.78% of the 13F portfolio, value $8,647,370.

    13F-HR 0001697717-25-000007 filed by Covenant Asset 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 9,236 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,819,567.

    13F-HR 0001697717-25-000005 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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