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Disclosery

Principle Wealth Partners LLC: GEV position timeline

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

Principle Wealth Partners LLC held 2,572 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 2,572 shares
    Change vs previous 13F +116 shares

    0.15% of the 13F portfolio, value $3,022,096.

    13F-HR 0001951757-26-001184 filed by Principle 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 2,456 shares
    Change vs previous 13F +159 shares

    0.12% of the 13F portfolio, value $2,144,106.

    13F-HR 0001951757-26-000791 filed by Principle 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 2,297 shares
    Change vs previous 13F +117 shares

    0.08% of the 13F portfolio, value $1,501,447.

    13F-HR 0001951757-26-000397 filed by Principle 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 2,180 shares
    Change vs previous 13F +41 shares

    0.08% of the 13F portfolio, value $1,340,327.

    13F-HR 0001951757-25-001250 filed by Principle 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 2,139 shares
    Change vs previous 13F +134 shares

    0.07% of the 13F portfolio, value $1,131,983.

    13F-HR 0001951757-25-001006 filed by Principle 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 2,005 shares
    Change vs previous 13F -2,997 shares

    0.04% of the 13F portfolio, value $612,161.

    13F-HR 0001951757-25-000521 filed by Principle 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 5,002 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,645,308.

    13F-HR 0001951757-25-000146 filed by Principle 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 5,002 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,275,410.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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