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Disclosery

WT Wealth Management: GEV position timeline

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

WT Wealth Management held 180 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180 shares
    Change vs previous 13F -78 shares

    0.06% of the 13F portfolio, value $211,475.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 258 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $225,208.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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