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Disclosery

Wealth Group, Ltd.: GEV position timeline

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

Wealth Group, Ltd. held 2,678 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,678 shares
    Change vs previous 13F +1,133 shares

    0.79% of the 13F portfolio, value $3,146,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 1,545 shares
    Change vs previous 13F +225 shares

    1.26% of the 13F portfolio, value $1,349,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 1,320 shares
    Change vs previous 13F +65 shares

    0.84% of the 13F portfolio, value $863,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,255 shares
    Change vs previous 13F +376 shares

    0.66% of the 13F portfolio, value $664,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 879 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $268,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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