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Disclosery

Dakota Wealth Management: GEV position timeline

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

Dakota Wealth Management held 11,696 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,696 shares
    Change vs previous 13F +9,022 shares

    0.26% of the 13F portfolio, value $13,740,616.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 2,674 shares
    Change vs previous 13F -835 shares

    0.05% of the 13F portfolio, value $2,334,212.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 3,509 shares
    Change vs previous 13F +2,089 shares

    0.04% of the 13F portfolio, value $2,293,378.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 1,420 shares
    Change vs previous 13F -107 shares

    0.02% of the 13F portfolio, value $873,158.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 1,527 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $808,013.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 1,611 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $491,807.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 1,536 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $505,241.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 1,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $393,945.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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