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Disclosery

Kaizen Financial Strategies: GEV position timeline

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

Kaizen Financial Strategies held 1,020 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,020 shares
    Change vs previous 13F +17 shares

    0.38% of the 13F portfolio, value $969,387.

    13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,003 shares
    Change vs previous 13F -3 shares

    0.45% of the 13F portfolio, value $1,137,528.

    13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
    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 1,006 shares
    Change vs previous 13F +358 shares

    0.42% of the 13F portfolio, value $984,322.

    13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
    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 648 shares
    Change vs previous 13F +241 shares

    0.19% of the 13F portfolio, value $423,340.

    13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 407 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $223,680.

    13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 405 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $214,060.

    13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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