GRAYBILL WEALTH MANAGEMENT, LTD.

Position in GEV — GE Vernova Inc.

CIK 1252007 ELMHURST, IL

Position in GEV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$7,683,584

+$1,922,444 QoQ

Shares Held

6,540

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

#734

of 3,398 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

GRAYBILL WEALTH MANAGEMENT, LTD. holds $13,881,405 across 4 Specialty Industrial Machinery names. GEV ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	6,540	$7,683,584
2	OTIS	Otis Worldwide Corp	61,117	$4,375,977
3	ITW	Illinois Tool Works Inc	3,619	$978,830
4	CMI	Cummins Inc	1,182	$843,014

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,683,584	6,540	-0.9%	Shares	Sole	2026-08-17
2026-03-31	$5,761,140	6,600	-1.7%	Shares	Sole	2026-05-13
2025-12-31	$4,387,415	6,713	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$4,114,295	6,691	-6.8%	Shares	Sole	2025-11-24
2025-06-30	$3,800,355	7,182	+2.8%	Shares	Sole	2025-07-31
2025-03-31	$2,133,601	6,989	-0.7%	Shares	Sole	2025-05-02
2024-09-30	$1,795,059	7,040	+0.7%	Shares	Sole	2024-10-21
2024-06-30	$1,199,197	6,992	—	Shares	Sole	2024-07-22
No filing history on record for this holder in this stock.