JAMISON PRIVATE WEALTH MANAGEMENT, INC.: GEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMISON PRIVATE WEALTH MANAGEMENT, INC. on GEV, newest first. How the timeline and the estimate are built.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 2,217 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 2,217 sharesChange vs previous 13F +158 shares
0.27% of the 13F portfolio, value $2,604,235.
13F-HR 0002006637-26-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,059 sharesChange vs previous 13F +74 shares
0.22% of the 13F portfolio, value $1,797,710.
13F-HR 0002006637-26-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,985 sharesChange vs previous 13F +52 shares
0.16% of the 13F portfolio, value $1,297,541.
13F-HR 0002006637-26-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,933 sharesChange vs previous 13F -27 shares
0.15% of the 13F portfolio, value $1,188,756.
13F-HR 0002006637-25-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,960 sharesChange vs previous 13F -21 shares
0.15% of the 13F portfolio, value $1,037,231.
13F-HR 0002006637-25-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,981 sharesChange vs previous 13F -138 shares
0.09% of the 13F portfolio, value $604,785.
13F-HR 0002006637-25-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,119 sharesChange vs previous 13F -147 shares
0.1% of the 13F portfolio, value $697,003.
13F-HR 0002006637-25-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,266 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $577,785.
13F-HR 0002006637-24-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).