GEV Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for GEV. 3 published articles.
Insider Activity
Over the past 90 days, GEV recorded one open-market sale and no purchases, resulting in net insider selling of $2.5 million. Chief Accounting Officer Matthew Joseph Potvin sold $2.5 million in shares on May 18, 2026, representing the sole insider transaction during the period. The insider sentiment score stands at 0/100, with no cluster buying activity observed. Despite the insider selling, the stock posted a 15.2% price return over three months, while institutional investors have been accumulating shares according to 13F filings.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 22, 2026 | MALAVE JESUS JRdirector | Grant | 173 | — |
| May 22, 2026 | HUNDMEJEAN MARTINAdirector | Grant | 173 | — |
| May 22, 2026 | Reynolds Paula Rosputdirector | Grant | 173 | — |
| May 22, 2026 | Matthew C. Harrisdirector | Grant | 173 | — |
| May 22, 2026 | DONALD ARNOLD Wdirector | Grant | 173 | — |
| May 22, 2026 | Akins Nicholas Kdirector | Grant | 173 | — |
| May 22, 2026 | Rucker Kim K.W.director | Grant | 173 | — |
| May 22, 2026 | ANGEL STEPHEN Fdirector | Grant | 299 | — |
| May 22, 2026 | ANGEL STEPHEN Fdirector | Grant | 173 | — |
| May 18, 2026 | Potvin Matthew Josephofficer: Chief Accounting Officer | Sell | 2,333 | $1059.09 |
| May 18, 2026 | Matthew C. Harrisdirector | Option | 495 | — |
| May 18, 2026 | ANGEL STEPHEN Fdirector | Option | 855 | — |
| May 18, 2026 | ANGEL STEPHEN Fdirector | Option | 495 | — |
| May 18, 2026 | MALAVE JESUS JRdirector | Option | 495 | — |
| May 18, 2026 | Rucker Kim K.W.director | Option | 495 | — |
Source: GEV SEC Form 4 filings, latest May 22, 2026. For informational purposes only — not investment advice.
Research
ENPH: EU Green Pivot Hinges on China Supply Chains
Europe's renewable energy transition is creating a critical national security vulnerability: the continent's solar and wind supply chains are heavily dependent on Chinese manufacturers of battery cells, inverters, and turbine components. Companies like Enphase and SolarEdge source LFP battery cells exclusively from China, while wind turbine makers source materials and components from Chinese suppliers. The exposure varies sharply across the industry, with solar inverter and storage companies facing the highest China dependency. If European governments implement domestic content requirements or tariffs to force supply chain diversification, companies with the highest China exposure will face significant margin compression.
ENPHSEDGRUNAI Capex Super-Cycle: Ranking the Top 10 Infrastructure Beneficiaries by Order Book Strength
The AI infrastructure capex super-cycle is channeling $200B+ in hyperscaler spending into data centers, power, networking, and cooling. Arista Networks and Vertiv lead the ranking with the strongest order book visibility, while Amphenol offers the best growth-to-valuation ratio and Dell provides deep value at 12.8x forward earnings.
ANETVRTAPHCan power infrastructure companies like GEV and ETN sustain premium multiples as AI capex normalizes?
Power infrastructure stocks GEV, ETN, APH, VRT, and PWR have delivered extraordinary returns on AI data center demand, but trade at 27–59x forward earnings. Eaton and Amphenol offer the best risk-reward with proven margins and order momentum, while GE Vernova and Vertiv carry the highest valuation risk if hyperscaler capex normalizes.
ETNAPHVRT
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