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SAX WEALTH ADVISORS, LLC: GEV position timeline

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

SAX WEALTH ADVISORS, LLC held 2,505 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 2,505 shares
    Change vs previous 13F +1,254 shares

    0.07% of the 13F portfolio, value $2,380,864.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,251 shares
    Change vs previous 13F +474 shares

    0.04% of the 13F portfolio, value $1,091,730.

    13F-HR 0001846150-26-000007 filed by SAX 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 777 shares
    Change vs previous 13F -271 shares

    0.02% of the 13F portfolio, value $507,657.

    13F-HR 0001846150-26-000005 filed by SAX 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 1,048 shares
    Change vs previous 13F +239 shares

    0.03% of the 13F portfolio, value $684,774.

    13F-HR 0001846150-26-000002 filed by SAX 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 809 shares
    Change vs previous 13F +230 shares

    0.03% of the 13F portfolio, value $497,276.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $306,198.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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