BSW Wealth Partners

Position in GEV — GE Vernova Inc.

CIK 1512601 BOULDER, CO

Position in GEV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,530,842

+$354,173 QoQ

Shares Held

1,303

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,456

of 3,410 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $4,274,190 across 7 Specialty Industrial Machinery names. GEV ranks #1 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,303	$1,530,842
2	DOV	DOVER Corp	4,394	$985,486
3	XYL	Xylem Inc.	3,444	$407,115
4	ITW	Illinois Tool Works Inc	1,418	$383,526
5	CMI	Cummins Inc	528	$376,574
6	ETN	Eaton Corp plc	773	$329,390
7	PNR	PENTAIR plc	3,408	$261,257

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,530,842	1,303	-3.3%	Shares	Sole	2026-07-15
2026-03-31	$1,176,669	1,348	-5.2%	Shares	Sole	2026-04-14
2025-12-31	$929,376	1,422	-3.3%	Shares	Sole	2026-01-23
2025-09-30	$903,903	1,470	+114.3%	Shares	Sole	2025-10-15
2025-06-30	$362,996	686	-8.4%	Shares	Sole	2025-07-18
2025-03-31	$228,654	749	-4.5%	Shares	Sole	2025-04-24
2024-12-31	$257,881	784	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.