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Disclosery

Ellevest, Inc.: GEV position timeline

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

Ellevest, Inc. held 1,695 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,695 shares
    Change vs previous 13F -160 shares

    0.23% of the 13F portfolio, value $1,991,388.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 1,855 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $1,619,230.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 1,854 shares
    Change vs previous 13F -38 shares

    0.17% of the 13F portfolio, value $1,211,719.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 1,892 shares
    Change vs previous 13F +197 shares

    0.17% of the 13F portfolio, value $1,163,391.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 1,695 shares
    Change vs previous 13F +483 shares

    0.14% of the 13F portfolio, value $896,909.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 1,212 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $369,999.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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