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TrueWealth Advisors, LLC: GEV position timeline

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

TrueWealth Advisors, LLC held 972 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 972 shares
    Change vs previous 13F -127 shares

    0.21% of the 13F portfolio, value $924,005.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,099 shares
    Change vs previous 13F +29 shares

    0.29% of the 13F portfolio, value $1,291,294.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 1,070 shares
    Change vs previous 13F +643 shares

    0.23% of the 13F portfolio, value $934,072.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 427 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $279,110.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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