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Wealthcare Advisory Partners LLC: GEV position timeline

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

Wealthcare Advisory Partners LLC held 3,684 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,684 shares
    Change vs previous 13F -176 shares

    0.08% of the 13F portfolio, value $4,328,963.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 3,154 shares
    • Wealthcare Capital Partners, LLC: 530 shares

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

  2. period ended2026-03-31
    13F 3,860 shares
    Change vs previous 13F -566 shares

    0.06% of the 13F portfolio, value $3,369,726.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 3,353 shares
    • Wealthcare Capital Partners, LLC: 507 shares

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

  3. period ended2025-12-31
    13F 4,426 shares
    Change vs previous 13F +303 shares

    0.05% of the 13F portfolio, value $2,892,885.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 3,919 shares
    • Wealthcare Capital Partners, LLC: 507 shares

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

  4. period ended2025-09-30
    13F 4,123 shares
    Change vs previous 13F +94 shares

    0.05% of the 13F portfolio, value $2,535,069.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 3,615 shares
    • Wealthcare Capital Partners, LLC: 508 shares

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

  5. period ended2025-06-30
    13F 4,029 shares
    Change vs previous 13F +731 shares

    0.05% of the 13F portfolio, value $2,132,077.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 3,565 shares
    • Wealthcare Capital Partners, LLC: 464 shares

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

  6. period ended2025-03-31
    13F 3,298 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $1,006,695.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 3,215 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $1,057,510.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 3,305 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $842,709.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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