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Transamerica Financial Advisors, LLC: GEV position timeline

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

Transamerica Financial Advisors, LLC held 14,814 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,814 shares
    Change vs previous 13F -7,006 shares

    1.47% of the 13F portfolio, value $17,405,864.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 21,820 shares
    Change vs previous 13F -705 shares

    1.62% of the 13F portfolio, value $19,046,947.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 22,525 shares
    Change vs previous 13F +21,763 shares

    1.23% of the 13F portfolio, value $14,721,685.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 762 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $468,452.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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