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PTM WEALTH MANAGEMENT, LLC: GEV position timeline

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

PTM WEALTH MANAGEMENT, LLC held 404 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 404 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $409,613.

    13F-HR 0001951757-26-001122 filed by PTM WEALTH MANAGEMENT, 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 403 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $361,877.

    13F-HR 0001951757-26-000547 filed by PTM WEALTH MANAGEMENT, 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 403 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $274,387.

    13F-HR 0001951757-26-000043 filed by PTM WEALTH MANAGEMENT, 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 403 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $243,098.

    13F-HR 0001951757-25-001196 filed by PTM WEALTH MANAGEMENT, 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 403 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $208,367.

    13F-HR 0001951757-25-000592 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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