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Disclosery

IEQ CAPITAL, LLC: GEV position timeline

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

IEQ CAPITAL, LLC held 81,722 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,722 shares
    Change vs previous 13F -18,580 shares

    0.44% of the 13F portfolio, value $96,011,130.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 100,302 shares
    Change vs previous 13F +8,765 shares

    0.41% of the 13F portfolio, value $87,553,068.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 91,537 shares
    Change vs previous 13F +10,454 shares

    0.18% of the 13F portfolio, value $59,825,447.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 81,083 shares
    Change vs previous 13F +18,543 shares

    0.15% of the 13F portfolio, value $49,857,717.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 62,540 shares
    Change vs previous 13F +11,447 shares

    0.2% of the 13F portfolio, value $33,093,150.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 51,093 shares
    Change vs previous 13F +21,552 shares

    0.12% of the 13F portfolio, value $15,597,906.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 29,541 shares
    Change vs previous 13F +15,234 shares

    0.09% of the 13F portfolio, value $9,716,937.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,307 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,647,884.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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