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Valeo Financial Advisors, LLC: GEV position timeline

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

Valeo Financial Advisors, LLC held 5,634 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,634 shares
    Change vs previous 13F +138 shares

    0.11% of the 13F portfolio, value $5,354,912.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,496 shares
    Change vs previous 13F +296 shares

    0.14% of the 13F portfolio, value $6,456,590.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 5,200 shares
    Change vs previous 13F -1,928 shares

    0.11% of the 13F portfolio, value $4,539,480.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 7,128 shares
    Change vs previous 13F +85 shares

    0.1% of the 13F portfolio, value $4,658,322.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 7,043 shares
    Change vs previous 13F -88 shares

    0.1% of the 13F portfolio, value $4,330,669.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 7,131 shares
    Change vs previous 13F +86 shares

    0.09% of the 13F portfolio, value $3,773,428.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 7,045 shares
    Change vs previous 13F +583 shares

    0.06% of the 13F portfolio, value $2,150,618.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 6,462 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,125,394.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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