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Security record · archived quarter

GEVI

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025
12Tracked holders
+10Δ holders
889.88KShares held
$7.68MReported value
+10New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 490.65K $1.44M n/a n/a
Q2 2026 15 +3 1.23M $6.79M +4 −1
Q1 2026 12 +10 889.88K $7.68M +10 n/a
Q4 2025 1 n/a 499 $4,032 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 424.17K n/a $3.66M 0.0% n/c 1 SEC ↗
2 Geode Capital Management ✦ (passive) 152.54K New $1.32M 0.0% New 1 SEC ↗ ×2
3 Fifth Third Bancorp 121.17K New $1.05M 0.0% New 1 SEC ↗
4 Susquehanna International Group, Llp 83.19K New $717,887 0.0% New 1 SEC ↗
5 Millennium Management ✦ 56.32K New $486,050 0.0% New 1 SEC ↗
6 Northern Trust Corp 26.23K New $226,374 0.0% New 1 SEC ↗
7 State Street Global Advisors ✦ (passive) 11.65K New $100,540 0.0% New 1 SEC ↗
8 LPL Financial LLC 10.20K New $88,017 0.0% New 1 SEC ↗
9 Jones Financial Companies Lllp 1.80K New $16,686 0.0% New 1 SEC ↗
10 Morgan Stanley ✦ 1.20K New $10,330 0.0% New 1 SEC ↗
11 UBS Group AG 924 New $7,974 0.0% New 1 SEC ↗
12 Osaic Holdings, Inc. 499 0.0% $4,306 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Geode Capital Management $1.32M 0.0%
Fifth Third Bancorp $1.05M 0.0%
Susquehanna International… $717,887 0.0%
Millennium Management $486,050 0.0%
Northern Trust Corp $226,374 0.0%
State Street Global Advisors $100,540 0.0%
LPL Financial LLC $88,017 0.0%
Jones Financial Companies Lllp $16,686 0.0%
Morgan Stanley $10,330 0.0%
UBS Group AG $7,974 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 1.76M shares, $9.43M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API