Foster Victor Wealth Advisors, LLC: GEV position timeline

Foster Victor Wealth Advisors, LLC held 390 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 390 shares

   Change vs previous 13F +7 shares

   0.02% of the 13F portfolio, value $415,790.

   13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 383 shares

   Change vs previous 13F +40 shares

   0.02% of the 13F portfolio, value $378,245.

   13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 343 shares

   Change vs previous 13F +343 shares

   0.01% of the 13F portfolio, value $233,778.

   13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -517 shares

   13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 517 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $207,529.

   13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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