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Focus Partners Wealth: GEV position timeline

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

Focus Partners Wealth held 112,700 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,700 shares
    Change vs previous 13F -3,629 shares

    0.12% of the 13F portfolio, value $132,408,835.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 103,816 shares
    • Focus Partners Advisor Solutions, LLC: 8,884 shares

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

  2. period ended2026-03-31
    13F 116,329 shares
    Change vs previous 13F +9,533 shares

    0.1% of the 13F portfolio, value $101,795,450.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 106,736 shares
    • Focus Partners Advisor Solutions, LLC: 9,593 shares

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

  3. period ended2025-12-31
    13F 106,796 shares
    Change vs previous 13F -1,758 shares

    0.07% of the 13F portfolio, value $69,798,456.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 98,283 shares
    • Focus Partners Advisor Solutions, LLC: 8,513 shares

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

  4. period ended2025-09-30
    13F 108,554 shares
    Change vs previous 13F +61,336 shares

    0.09% of the 13F portfolio, value $60,946,399.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 99,776 shares
    • Focus Partners Advisor Solutions, LLC: 8,778 shares

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

  5. period ended2025-06-30
    13F 47,218 shares
    Change vs previous 13F +2,914 shares

    0.05% of the 13F portfolio, value $24,982,926.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 40,230 shares
    • Focus Partners Advisor Solutions, LLC: 6,988 shares

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

  6. period ended2025-03-31
    13F/A 44,304 shares
    Change vs previous 13F +5,257 shares

    0.03% of the 13F portfolio, value $13,495,579.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 38,393 shares
    • Focus Partners Advisor Solutions, LLC: 5,911 shares

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

  7. period ended2024-12-31
    13F/A 39,047 shares
    Change vs previous 13F +7,705 shares

    0.03% of the 13F portfolio, value $12,843,666.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,734 shares
    • Focus Partners Advisor Solutions, LLC: 3,313 shares

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

  8. period ended2024-09-30
    13F 31,342 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,991,572.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 28,883 shares
    • Focus Partners Advisor Solutions, LLC: 2,459 shares

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