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Segment Wealth Management, LLC: GEV position timeline

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

Segment Wealth Management, LLC held 59,538 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,538 shares
    Change vs previous 13F -1,711 shares

    3.63% of the 13F portfolio, value $69,949,223.

    13F-HR 0001575581-26-000003 filed by Segment 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 61,249 shares
    Change vs previous 13F -4,141 shares

    3.14% of the 13F portfolio, value $53,464,555.

    13F-HR 0001575581-26-000002 filed by Segment 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 65,390 shares
    Change vs previous 13F -1,418 shares

    2.48% of the 13F portfolio, value $42,737,169.

    13F-HR 0001575581-26-000001 filed by Segment 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 66,808 shares
    Change vs previous 13F -915 shares

    2.46% of the 13F portfolio, value $41,080,389.

    13F-HR 0001575581-25-000003 filed by Segment 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 67,723 shares
    Change vs previous 13F -2,299 shares

    2.27% of the 13F portfolio, value $35,835,701.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, 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 70,022 shares
    Change vs previous 13F -1,469 shares

    1.45% of the 13F portfolio, value $21,376,316.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, 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 71,491 shares
    Change vs previous 13F -1,051 shares

    1.6% of the 13F portfolio, value $23,515,535.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, 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 72,542 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $18,496,759.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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