OXFORD FINANCIAL GROUP, LTD. LLC

Position in GEV — GE Vernova Inc.

CIK 1245862 INDIANAPOLIS, IN

Position in GEV

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

Position Value

$1,040,925

+$24,870 QoQ

Shares Held

886

-23.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,722

of 3,398 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $7,948,886 across 5 Specialty Industrial Machinery names. GEV ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	12,404	$5,285,592
2	GEV	GE Vernova Inc. This page	886	$1,040,925
3	ROK	Rockwell Automation, Inc	1,962	$971,346
4	DOV	DOVER Corp	1,488	$333,728
5	PNR	PENTAIR plc	4,139	$317,295

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,040,925	886	-23.9%	Shares	Sole	2026-08-11
2026-03-31	$1,016,055	1,164	+4.4%	Shares	Sole	2026-05-06
2025-12-31	$728,730	1,115	-59.5%	Shares	Sole	2026-02-13
2025-09-30	$1,692,819	2,753	+3.3%	Shares	Sole	2025-11-13
2025-06-30	$1,410,184	2,665	+6.9%	Shares	Sole	2025-08-14
2025-03-31	$761,368	2,494	-23.9%	Shares	Sole	2025-05-15
2024-12-31	$1,078,561	3,279	+30.5%	Shares	Sole	2025-02-11
2024-09-30	$640,764	2,513	-2.2%	Shares	Sole	2024-11-12
2024-06-30	$440,780	2,570	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.