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Disclosery

Massachusetts Wealth Management: GEV position timeline

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

Massachusetts Wealth Management held 6,115 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,115 shares
    Change vs previous 13F +35 shares

    2.74% of the 13F portfolio, value $7,184,269.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    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 6,080 shares
    Change vs previous 13F +24 shares

    2.3% of the 13F portfolio, value $5,307,232.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    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 6,056 shares
    Change vs previous 13F +5 shares

    1.84% of the 13F portfolio, value $3,958,020.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    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 6,051 shares
    Change vs previous 13F -2 shares

    1.85% of the 13F portfolio, value $3,720,760.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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 6,053 shares
    Change vs previous 13F +54 shares

    1.81% of the 13F portfolio, value $3,202,945.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    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 5,999 shares
    Change vs previous 13F +379 shares

    1.26% of the 13F portfolio, value $1,831,375.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    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 5,620 shares
    Change vs previous 13F +500 shares

    1.14% of the 13F portfolio, value $1,848,587.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    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 5,120 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,305,498.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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