Capstone Wealth Management Group, Inc.: GEV position timeline

Capstone Wealth Management Group, Inc. held 339 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 339 shares

   Change vs previous 13F -263 shares

   0.24% of the 13F portfolio, value $398,574.

   13F-HR 0002085853-26-000874 filed by Capstone Wealth Management Group, Inc.
   Filed 2026-07-27 (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).

2. period ended2026-03-31

   13F 602 shares

   Change vs previous 13F 0 shares

   0.32% of the 13F portfolio, value $525,639.

   13F-HR 0002085853-26-000400 filed by Capstone Wealth Management Group LLC
   Filed 2026-04-16 (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).

3. period ended2025-12-31

   13F 602 shares

   Change vs previous 13F +150 shares

   0.24% of the 13F portfolio, value $393,495.

   13F-HR 0002085853-26-000026 filed by Capstone Wealth Management Group LLC
   Filed 2026-01-09 (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).

4. period ended2025-09-30

   13F 452 shares

   Change vs previous 13F +2 shares

   0.18% of the 13F portfolio, value $277,935.

   13F-HR 0002085853-25-000283 filed by Capstone Wealth Management Group LLC
   Filed 2025-11-14 (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).

5. period ended2025-06-30

   13F 450 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $238,118.

   13F-HR 0001667731-25-000810 filed by Capstone Wealth Management Group LLC
   Filed 2025-07-15 (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).