VestGen Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 2050130 CHICAGO, IL

Position in CARR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$861,569

+$253,140 QoQ

Shares Held

11,746

+8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#706

of 1,618 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

VestGen Advisors, LLC holds $3,397,809 across 4 Building Products & Equipment names. CARR ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,921	$1,434,678
2	CARR	CARRIER GLOBAL Corp This page	11,746	$861,569
3	JCI	Johnson Controls International plc	5,470	$799,221
4	OC	Owens Corning	1,902	$302,341

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,569	11,746	+8.7%	Shares	Sole	2026-08-11
2026-03-31	$608,429	10,805	+25.2%	Shares	Sole	2026-05-14
2025-12-31	$456,167	8,633	-16.2%	Shares	Sole	2026-02-17
2025-09-30	$615,327	10,307	+104.5%	Shares	Sole	2025-11-14
2025-06-30	$368,950	5,041	+5.2%	Shares	Sole	2025-08-13
2025-03-31	$303,876	4,793	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.