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Disclosery

Triangle Securities Wealth Management: GEV position timeline

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

Triangle Securities Wealth Management held 735 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 735 shares
    Change vs previous 13F -6 shares

    0.17% of the 13F portfolio, value $863,522.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 741 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $646,819.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 741 shares
    Change vs previous 13F -34 shares

    0.1% of the 13F portfolio, value $484,295.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 775 shares
    Change vs previous 13F +38 shares

    0.11% of the 13F portfolio, value $476,548.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 737 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $389,984.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 732 shares
    Change vs previous 13F +83 shares

    0.06% of the 13F portfolio, value $223,465.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 649 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $213,476.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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