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Focused Wealth Management, Inc: GEV position timeline

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

Focused Wealth Management, Inc held 2,701 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 2,701 shares
    Change vs previous 13F +34 shares

    0.28% of the 13F portfolio, value $3,172,941.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 2,667 shares
    Change vs previous 13F -79 shares

    0.24% of the 13F portfolio, value $2,327,648.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 2,746 shares
    Change vs previous 13F +82 shares

    0.19% of the 13F portfolio, value $1,794,959.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 2,664 shares
    Change vs previous 13F +96 shares

    0.18% of the 13F portfolio, value $1,638,270.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 2,568 shares
    Change vs previous 13F +39 shares

    0.17% of the 13F portfolio, value $1,358,903.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 2,529 shares
    Change vs previous 13F -49 shares

    0.11% of the 13F portfolio, value $772,067.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 2,578 shares
    Change vs previous 13F -63 shares

    0.11% of the 13F portfolio, value $847,982.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 2,641 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $673,402.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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