Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$535,736
+$142,931 QoQ
Shares Held
456
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#2,244
of 3,398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $1,186,183 across 2 Specialty Industrial Machinery names. GEV ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
912 | $650,447 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
456 | $535,736 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,736 | 456 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $392,805 | 450 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $294,106 | 450 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $276,705 | 450 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $238,117 | 450 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||