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Disclosery

Performance Wealth Partners, LLC: GEV position timeline

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

Performance Wealth Partners, LLC held 123,244 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,244 shares
    Change vs previous 13F +3,138 shares

    3.6% of the 13F portfolio, value $144,794,310.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
    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 120,106 shares
    Change vs previous 13F +25,835 shares

    3.04% of the 13F portfolio, value $104,840,507.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
    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 94,271 shares
    Change vs previous 13F +1,408 shares

    1.67% of the 13F portfolio, value $61,612,981.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
    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 92,863 shares
    Change vs previous 13F +17,399 shares

    1.59% of the 13F portfolio, value $57,101,737.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, LLC
    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 75,464 shares
    Change vs previous 13F -217 shares

    1.28% of the 13F portfolio, value $39,931,552.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
    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 75,681 shares
    Change vs previous 13F +21,800 shares

    0.83% of the 13F portfolio, value $23,104,025.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, LLC
    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 53,881 shares
    Change vs previous 13F +11,529 shares

    0.57% of the 13F portfolio, value $17,723,077.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, LLC
    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 42,352 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $10,798,913.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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