PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in GEV — GE Vernova Inc.

CIK 1350660 FORT WAYNE, IN

Position in GEV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$239,671

+$13,590 QoQ

Shares Held

204

-21.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,942

of 3,398 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $2,383,628 across 4 Specialty Industrial Machinery names. GEV ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NPO	Enpro Inc.	3,287	$1,238,968
2	FELE	Franklin Electric Co Inc	6,483	$694,912
3	GEV	GE Vernova Inc. This page	204	$239,671
4	ETN	Eaton Corp plc	493	$210,077

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,671	204	-21.2%	Shares	Sole	2026-08-03
2026-03-31	$226,081	259	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.