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Vest Financial, LLC: GEV position timeline

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

Vest Financial, LLC held 84,689 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,689 shares
    Change vs previous 13F -5,861 shares

    1.04% of the 13F portfolio, value $99,497,719.

    13F-HR 0001709632-26-000006 filed by Vest Financial, LLC
    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 90,550 shares
    Change vs previous 13F +24,359 shares

    0.95% of the 13F portfolio, value $79,041,095.

    13F-HR 0001709632-26-000004 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 66,191 shares
    Change vs previous 13F +23,956 shares

    0.55% of the 13F portfolio, value $43,260,452.

    13F-HR 0001709632-26-000002 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 42,235 shares
    Change vs previous 13F +21,138 shares

    0.34% of the 13F portfolio, value $25,970,301.

    13F-HR 0001709632-25-000006 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,097 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,163,478.

    13F-HR 0001085146-25-004177 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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