Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,174,860
+$184,119 QoQ
Shares Held
1,000
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,647
of 3,410 holders
Holding Since
Mar 2025
6 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, 2026Wharton Business Group, LLC holds $34,400,461 across 2 Specialty Industrial Machinery names. GEV ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
46,586 | $33,225,601 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
1,000 | $1,174,860 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,860 | 1,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $990,741 | 1,135 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $741,801 | 1,135 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $697,911 | 1,135 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $600,585 | 1,135 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $347,408 | 1,138 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||