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Disclosery

Fiduciary Alliance LLC: GEV position timeline

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

Fiduciary Alliance LLC held 2,352 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,352 shares
    Change vs previous 13F -76 shares

    0.17% of the 13F portfolio, value $2,235,365.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,428 shares
    Change vs previous 13F -401 shares

    0.19% of the 13F portfolio, value $2,852,432.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,829 shares
    Change vs previous 13F +133 shares

    0.17% of the 13F portfolio, value $2,789,257.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,696 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $1,762,049.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,689 shares
    Change vs previous 13F +102 shares

    0.11% of the 13F portfolio, value $1,653,478.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,587 shares
    Change vs previous 13F -1,059 shares

    0.1% of the 13F portfolio, value $1,368,914.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,646 shares
    Change vs previous 13F -1,146 shares

    0.11% of the 13F portfolio, value $1,113,051.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,792 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,576,233.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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