MINDSET WEALTH MANAGEMENT, LLC: GEV position timeline

MINDSET WEALTH MANAGEMENT, LLC held 1,164 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,164 shares

   Change vs previous 13F +3 shares

   0.26% of the 13F portfolio, value $1,367,061.

   13F-HR 0002044232-26-000003 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,161 shares

   Change vs previous 13F +181 shares

   0.27% of the 13F portfolio, value $1,013,781.

   13F-HR 0002044232-26-000002 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 980 shares

   Change vs previous 13F +131 shares

   0.17% of the 13F portfolio, value $640,582.

   13F-HR 0002044232-26-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 849 shares

   Change vs previous 13F +294 shares

   0.14% of the 13F portfolio, value $522,050.

   13F-HR 0002044232-25-000004 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 555 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $293,678.

   13F-HR 0001988408-25-000007 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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