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Disclosery

Stonegate Investment Group, LLC: GEV position timeline

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

Stonegate Investment Group, LLC held 9,303 GEV shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,303 shares
    Change vs previous 13F -181 shares

    0.13% of the 13F portfolio, value $5,720,641.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,484 shares
    Change vs previous 13F +3,944 shares

    0.13% of the 13F portfolio, value $5,018,344.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,540 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $1,691,184.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,590 shares
    Change vs previous 13F -360 shares

    0.05% of the 13F portfolio, value $1,838,636.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,950 shares
    Change vs previous 13F -387 shares

    0.04% of the 13F portfolio, value $1,517,067.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,337 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,086,816.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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