BEACON FINANCIAL GROUP

Position in GEV — GE Vernova Inc.

CIK 1591379 DALLAS, TX

Position in GEV

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$421,774

+$148,557 QoQ

Shares Held

359

+14.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,442

of 3,398 holders

Holding Since

Dec 2025

3 quarters on record

Industrials · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $10,632,034 across 6 Specialty Industrial Machinery names. GEV ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	19,177	$8,171,703
2	CMI	Cummins Inc	1,206	$860,131
3	EMR	Emerson Electric Co	3,938	$563,724
4	GEV	GE Vernova Inc. This page	359	$421,774
5	IEX	Idex Corp /De/	1,796	$407,602
6	AME	Ametek Inc/	856	$207,100

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,774	359	+14.7%	Shares	Sole	2026-07-16
2026-03-31	$273,217	313	+1.6%	Shares	Sole	2026-04-30
2025-12-31	$201,299	308	—	Shares	Sole	2026-04-01
No filing history on record for this holder in this stock.