Palumbo Wealth Management LLC: GEV position timeline

Palumbo Wealth Management LLC held 618 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 618 shares

   Change vs previous 13F +16 shares

   0.15% of the 13F portfolio, value $725,821.

   13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
   Filed 2026-08-12 (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 602 shares

   Change vs previous 13F +120 shares

   0.13% of the 13F portfolio, value $525,195.

   13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
   Filed 2026-05-12 (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 482 shares

   Change vs previous 13F +482 shares

   0.08% of the 13F portfolio, value $315,341.

   13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
   Filed 2026-01-21 (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 0 shares

   Change vs previous 13F -432 shares

   13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
   Filed 2025-11-10 (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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 432 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $228,736.

   13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
   Filed 2025-07-15 (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).