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Concurrent Investment Advisors, LLC: GEV position timeline

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

Concurrent Investment Advisors, LLC held 26,216 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 26,216 shares
    Change vs previous 13F +5,037 shares

    0.26% of the 13F portfolio, value $30,800,222.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, 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 21,179 shares
    Change vs previous 13F +1,388 shares

    0.2% of the 13F portfolio, value $18,486,725.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, 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 19,791 shares
    Change vs previous 13F +11,427 shares

    0.15% of the 13F portfolio, value $12,934,995.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, 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 8,364 shares
    Change vs previous 13F +980 shares

    0.09% of the 13F portfolio, value $5,143,151.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, 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 7,384 shares
    Change vs previous 13F +1,375 shares

    0.08% of the 13F portfolio, value $3,907,165.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, 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 6,009 shares
    Change vs previous 13F +2,871 shares

    0.04% of the 13F portfolio, value $1,834,276.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, 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 3,138 shares
    Change vs previous 13F +72 shares

    0.03% of the 13F portfolio, value $1,032,182.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, 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 3,066 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $781,769.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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