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Disclosery

Chevy Chase Trust Holdings, LLC: GEV position timeline

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

Chevy Chase Trust Holdings, LLC held 131,460 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,460 shares
    Change vs previous 13F -3,018 shares

    0.4% of the 13F portfolio, value $154,447,096.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 134,478 shares
    Change vs previous 13F -4,787 shares

    0.34% of the 13F portfolio, value $117,385,847.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 139,265 shares
    Change vs previous 13F -1,663 shares

    0.25% of the 13F portfolio, value $91,019,426.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 140,928 shares
    Change vs previous 13F -5,188 shares

    0.24% of the 13F portfolio, value $86,656,627.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 146,116 shares
    Change vs previous 13F -534 shares

    0.22% of the 13F portfolio, value $77,317,281.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 146,650 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $44,769,313.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 146,695 shares
    Change vs previous 13F -2,640 shares

    0.15% of the 13F portfolio, value $48,252,386.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 149,335 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $38,077,438.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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