Ownership history in Codex Capital Asset Management L.L.C. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Codex Capital Asset Management L.L.C. reported a position in GEV (GEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Codex Capital Asset Management L.L.C. outperformed the S&P 500 by +78.5% annually on this GEV position. Average cost basis: $274.66. Maximum drawdown during holding period: β7.2%.
π₯ Exceptional β beat the S&P 500 by 78.5% per year on this position.
5 quarters analyzed
Best entry: $254.04 (2024 Q3) Β· Worst: $304.38 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Codex Capital Asset Management L.L.C. has been actively increasing its GEV allocation β a bullish signal from insiders.
Currently 5.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size