Skip to content
Disclosery

RETIREMENT CAPITAL STRATEGIES: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT CAPITAL STRATEGIES on GEV, newest first. How the timeline and the estimate are built.

RETIREMENT CAPITAL STRATEGIES held 717 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 717 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $842,251.

    13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
    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 720 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $628,388.

    13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
    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 719 shares
    Change vs previous 13F +21 shares

    0.17% of the 13F portfolio, value $469,676.

    13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
    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 698 shares
    Change vs previous 13F +193 shares

    0.16% of the 13F portfolio, value $428,669.

    13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
    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 505 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $267,221.

    13F-HR 0001214659-25-011779 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

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