Skip to content
Disclosery

JGP Wealth Management, LLC: GEV position timeline

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

JGP Wealth Management, LLC held 380 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 380 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $361,186.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 381 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $447,622.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, 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 374 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $326,465.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, 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 391 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,546.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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