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Portus Wealth Advisors, LLC: GEV position timeline

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

Portus Wealth Advisors, LLC held 1,831 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,831 shares
    Change vs previous 13F +41 shares

    1.43% of the 13F portfolio, value $1,740,802.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,790 shares
    Change vs previous 13F +113 shares

    1.73% of the 13F portfolio, value $2,103,335.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, 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 1,677 shares
    Change vs previous 13F +954 shares

    1.38% of the 13F portfolio, value $1,464,154.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, 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 723 shares
    Change vs previous 13F +135 shares

    0.45% of the 13F portfolio, value $472,479.

    13F-HR 0002097516-26-000001 filed by Portus Wealth Advisors, 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 588 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $361,561.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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