Skip to content
Disclosery

Valmark Advisers, Inc.: GEV position timeline

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

Valmark Advisers, Inc. held 3,302 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,302 shares
    Change vs previous 13F +389 shares

    0.04% of the 13F portfolio, value $3,879,486.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 2,913 shares
    Change vs previous 13F +94 shares

    0.03% of the 13F portfolio, value $2,542,651.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 2,819 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $1,842,161.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 2,654 shares
    Change vs previous 13F +207 shares

    0.02% of the 13F portfolio, value $1,632,219.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 2,447 shares
    Change vs previous 13F +182 shares

    0.02% of the 13F portfolio, value $1,294,981.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 2,265 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $691,496.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 2,424 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $797,326.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 2,343 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $597,418.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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