TCFG WEALTH MANAGEMENT, LLC

Position in GEV — GE Vernova Inc.

CIK 1548059 LAGUNA NIGUEL, CA

Position in GEV

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$806,559

+$217,693 QoQ

Shares Held

924

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

TCFG WEALTH MANAGEMENT, LLC holds $1,937,684 across 4 Specialty Industrial Machinery names. GEV ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	924	$806,559
2	PH	Parker-Hannifin Corp	525	$470,001
3	ETN	Eaton Corp plc	1,281	$458,175
4	EMR	Emerson Electric Co	1,549	$202,949

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$806,559	924	+2.6%	Shares	Sole	2026-04-24
2025-12-31	$588,866	901	+11.1%	Shares	Sole	2026-02-13
2025-06-30	$429,140	811	+11.4%	Shares	Sole	2025-07-23
2025-03-31	$222,243	728	+13.9%	Shares	Sole	2025-04-17
2024-12-31	$210,186	639	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.