WADDELL & ASSOCIATES, LLC: GEV position timeline

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

WADDELL & ASSOCIATES, LLC held 2,966 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 2,966 shares
Change vs previous 13F +336 shares
0.17% of the 13F portfolio, value $3,485,051.
13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,630 shares
Change vs previous 13F +739 shares
0.13% of the 13F portfolio, value $2,295,727.
13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,891 shares
Change vs previous 13F +199 shares
0.08% of the 13F portfolio, value $1,235,901.
13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,692 shares
Change vs previous 13F +442 shares
0.09% of the 13F portfolio, value $1,040,411.
13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, LLC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,250 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $661,438.
13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).