Skip to content
Disclosery

SOA Wealth Advisors, LLC.: GEV position timeline

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

SOA Wealth Advisors, LLC. held 144,680 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,680 shares
    Change vs previous 13F +89,056 shares

    13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  2. period ended2026-03-31
    13F 55,624 shares
    Change vs previous 13F +132 shares

    0.07% of the 13F portfolio, value $380,013.

    13F-HR 0001376474-26-000388 filed by SOA 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 ended2025-12-31
    13F 55,492 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $212,126.

    13F-HR 0001376474-26-000055 filed by SOA 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 ended2025-09-30
    13F 55,502 shares
    Change vs previous 13F +56 shares

    0.04% of the 13F portfolio, value $208,984.

    13F-HR 0001376474-25-000852 filed by SOA 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 ended2025-06-30
    13F 55,446 shares
    Change vs previous 13F +2,151 shares

    0.03% of the 13F portfolio, value $157,911.

    13F-HR 0001376474-25-000638 filed by SOA 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 ended2025-03-31
    13F 53,295 shares
    Change vs previous 13F +53,126 shares

    0.02% of the 13F portfolio, value $104,719.

    13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, 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/A 169 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $55,589.

    13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, 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/A 182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $46,406.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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