Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$845,899
+$243,598 QoQ
Shares Held
720
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,879
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Capstone Financial Advisors, Inc. holds $3,176,775 across 2 Specialty Industrial Machinery names. GEV ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,470 | $2,330,876 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
720 | $845,899 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,899 | 720 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $602,301 | 690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $389,527 | 596 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $363,405 | 591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $291,561 | 551 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||