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Kestra Advisory Services, LLC: GEV position timeline

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

Kestra Advisory Services, LLC held 62,612 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,612 shares
    Change vs previous 13F +6,767 shares

    0.16% of the 13F portfolio, value $73,560,598.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,631 shares
    • Kestra Advisory Services, LLC: 41,627 shares
    • Kestra Investment Management, LLC: 354 shares

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

  2. period ended2026-03-31
    13F 55,845 shares
    Change vs previous 13F +9,545 shares

    0.14% of the 13F portfolio, value $48,746,652.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,827 shares
    • Kestra Advisory Services, LLC: 38,018 shares

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

  3. period ended2025-12-31
    13F 46,300 shares
    Change vs previous 13F +10,136 shares

    0.09% of the 13F portfolio, value $30,260,543.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,681 shares
    • Kestra Advisory Services, LLC: 29,619 shares

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

  4. period ended2025-09-30
    13F 36,164 shares
    Change vs previous 13F +7,212 shares

    0.08% of the 13F portfolio, value $22,237,522.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,312 shares
    • Kestra Advisory Services, LLC: 25,852 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 28,952 shares
    Change vs previous 13F +3,894 shares

    0.05% of the 13F portfolio, value $15,320,087.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,422 shares
    • Kestra Advisory Services, LLC: 20,499 shares
    • Kestra Investment Management, LLC: 31 shares

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

  6. period ended2025-03-31
    13F/A 25,058 shares
    Change vs previous 13F +1,776 shares

    0.03% of the 13F portfolio, value $7,649,706.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,515 shares
    • Kestra Advisory Services, LLC: 17,543 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 23,282 shares
    Change vs previous 13F +1,121 shares

    0.03% of the 13F portfolio, value $7,658,148.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,648 shares
    • Kestra Advisory Services, LLC: 17,568 shares
    • Kestra Investment Management, LLC: 66 shares

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

  8. period ended2024-09-30
    13F 22,161 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,650,622.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,766 shares
    • Kestra Advisory Services, LLC: 15,395 shares

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