Skip to content
Disclosery

Portside Wealth Group, LLC: GEV position timeline

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

Portside Wealth Group, LLC held 1,980 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,980 shares
    Change vs previous 13F +728 shares

    0.27% of the 13F portfolio, value $2,326,345.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 1,252 shares
    Change vs previous 13F +272 shares

    0.15% of the 13F portfolio, value $1,092,953.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 980 shares
    Change vs previous 13F +378 shares

    0.09% of the 13F portfolio, value $640,499.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 602 shares
    Change vs previous 13F +74 shares

    0.05% of the 13F portfolio, value $370,169.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 528 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $279,391.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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