Wellington Shields Capital Management, LLC: GEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on GEV, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 8,648 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,648 sharesChange vs previous 13F +1,889 shares
0.82% of the 13F portfolio, value $10,161,080.
13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 5,434 shares
- Wellington Shields & Co., LLC: 3,214 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,759 sharesChange vs previous 13F +397 shares
0.56% of the 13F portfolio, value $5,900,241.
13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 4,025 shares
- Wellington Shields & Co., LLC: 2,734 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,362 sharesChange vs previous 13F +354 shares
0.38% of the 13F portfolio, value $4,158,241.
13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,760 shares
- Wellington Shields & Co., LLC: 2,602 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,008 sharesChange vs previous 13F +252 shares
0.35% of the 13F portfolio, value $3,694,274.
13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,840 shares
- Wellington Shields & Co., LLC: 2,168 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,756 sharesChange vs previous 13F +1,531 shares
0.32% of the 13F portfolio, value $3,045,748.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,600 shares
- Wellington Shields & Co., LLC: 2,156 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,225 sharesChange vs previous 13F +649 shares
0.15% of the 13F portfolio, value $1,289,885.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 2,192 shares
- Wellington Shields & Co., LLC: 2,033 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,576 sharesChange vs previous 13F -335 shares
0.13% of the 13F portfolio, value $1,176,336.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 1,864 shares
- Wellington Shields & Co., LLC: 1,712 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,911 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $997,291.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 2,104 shares
- Wellington Shields & Co., LLC: 1,807 shares
Acceptance time not in the bulk data set (spec §4.2).