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Disclosery

Plan A Wealth LLC: GEV position timeline

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

Plan A Wealth LLC held 849 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 849 shares
    Change vs previous 13F -58 shares

    0.29% of the 13F portfolio, value $806,966.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 907 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $1,065,598.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 906 shares
    Change vs previous 13F -8 shares

    0.38% of the 13F portfolio, value $790,847.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 914 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $597,363.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 904 shares
    Change vs previous 13F -5 shares

    0.28% of the 13F portfolio, value $555,870.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 909 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $480,997.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 909 shares
    Change vs previous 13F -98 shares

    0.22% of the 13F portfolio, value $277,500.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,007 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $331,233.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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