Johnson & White Wealth Management, LLC: GEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson & White Wealth Management, LLC on GEV, newest first. How the timeline and the estimate are built.
Johnson & White Wealth Management, LLC held 806 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 806 sharesChange vs previous 13F +6 shares
0.35% of the 13F portfolio, value $947,136.
13F-HR 0001954136-26-000003 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 800 sharesChange vs previous 13F +22 shares
0.3% of the 13F portfolio, value $698,439.
13F-HR 0001954136-26-000002 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 778 sharesChange vs previous 13F -87 shares
0.22% of the 13F portfolio, value $508,538.
13F-HR 0001954136-26-000001 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 865 sharesChange vs previous 13F +1 shares
0.24% of the 13F portfolio, value $531,929.
13F-HR 0001954136-25-000006 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 864 sharesChange vs previous 13F -65 shares
0.23% of the 13F portfolio, value $457,000.
13F-HR 0001954136-25-000004 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 929 sharesChange vs previous 13F +33 shares
0.16% of the 13F portfolio, value $284,000.
13F-HR 0001954136-25-000003 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 896 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $304,000.
13F-HR 0001954136-25-000001 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 896 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $228,000.
13F-HR 0001954136-24-000003 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).