MONTGOMERY INVESTMENT MANAGEMENT INC: GEV position timeline

MONTGOMERY INVESTMENT MANAGEMENT INC held 549 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 549 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $644,998.

   13F-HR 0001272544-26-000003 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
   Filed 2026-07-15 (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 549 shares

   Change vs previous 13F 0 shares

   0.16% of the 13F portfolio, value $479,222.

   13F-HR 0001272544-26-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
   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 549 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $358,810.

   13F-HR 0001272544-26-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
   Filed 2026-01-16 (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 549 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $337,580.

   13F-HR 0001272544-25-000008 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
   Filed 2025-10-17 (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 549 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $290,503.

   13F-HR 0001272544-25-000006 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
   Filed 2025-07-18 (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).