Which funds hold GEVX?

As of 2026-Q2, 2 institutional funds reported holding GEVX (INVESTMENT MANAGERS SER TR) in SEC 13F filings, with a combined reported value of $3.53M.

How many shares of GEVX do institutions own?

13F filers reported 123.71K shares of GEVX, worth $3.53M in aggregate at the end of 2026-Q2.

Is institutional ownership of GEVX rising or falling?

Share counts moved +270.4% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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GEVX — INVESTMENT MANAGERS SER TR

Reported value held$3.55M

Funds holding (latest)3

Sector—

Funds holding (Q2 2026)2

Institutional value$3.53M · 123.71K sh

New / Add / Cut / Exit0 / 2 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +270.4% (+90.31K sh)

Institutional value change Up +103.7%

As of Q2 2026, 2 SEC-registered investment managers reported holding GEVX (INVESTMENT MANAGERS SER TR) in their latest 13F filings, with a combined reported value of $3.53M across 123.71K shares. That is +270.4% by share count (+90.31K shares) versus the previous quarter, while reported value moved +103.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	Q2 2026	122.40K	$3.49M	0.00%	Add
Citigroup Inc history	Q2 2026	1.31K	$37.45K	0.00%	Add
UBS Group AG history	Q3 2025	562	$17.14K	0.00%	New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

Fund	Q3 2025	Q4 2025	Q1 2026	Q2 2026
Citadel Advisors	20.40K	28.20K	33.40K	122.40K
Citigroup Inc	—	—	1	1.31K
UBS Group AG	562	—	—	—

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