Position in GEV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$437,047
+$128,914 QoQ
Shares Held
372
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,414
of 3,397 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $23,513,220 across 2 Specialty Industrial Machinery names. GEV ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
46,611 | $23,076,173 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
372 | $437,047 |
All Filings in GEV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,047 | 372 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $308,133 | 353 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $313,713 | 480 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||