Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$546,309
+$155,250 QoQ
Shares Held
465
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,232
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026Summit Financial Strategies, Inc. holds $1,168,018 across 2 Specialty Industrial Machinery names. GEV ranks #2 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,459 | $621,709 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
465 | $546,309 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,309 | 465 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $391,059 | 448 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $292,799 | 448 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||