Summit Asset Management, LLC

Position in GEV — GE Vernova Inc.

CIK 1509974 MEMPHIS, TN

Position in GEV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$419,425

+$103,436 QoQ

Shares Held

357

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,447

of 3,398 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Asset Management, LLC holds $6,033,340 across 4 Specialty Industrial Machinery names. GEV ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	5,767	$2,855,126
2	EMR	Emerson Electric Co	17,867	$2,557,661
3	GEV	GE Vernova Inc. This page	357	$419,425
4	ETN	Eaton Corp plc	472	$201,128

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,425	357	-1.4%	Shares	Sole	2026-08-06
2026-03-31	$315,989	362	-4.0%	Shares	Sole	2026-05-08
2025-12-31	$246,395	377	+2.7%	Shares	Sole	2026-02-09
2025-09-30	$225,668	367	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.