Capital Planning Advisors, LLC

Position in GEV — GE Vernova Inc.

CIK 1631941 Roseville, CA

Position in GEV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,077,659

+$1,264,732 QoQ

Shares Held

5,817

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $13,382,888 across 6 Specialty Industrial Machinery names. GEV ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	5,817	$5,077,659
2	PH	Parker-Hannifin Corp	3,542	$3,170,940
3	ETN	Eaton Corp plc	8,589	$3,072,027
4	ITW	Illinois Tool Works Inc	4,026	$1,047,927
5	DOV	DOVER Corp	3,271	$681,839
6	CMI	Cummins Inc	618	$332,496

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,077,659	5,817	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$3,812,927	5,834	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$3,643,282	5,925	+11.9%	Shares	Sole	2025-11-07
2025-06-30	$2,802,907	5,297	+115.9%	Shares	Sole	2025-08-14
2025-03-31	$749,157	2,454	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.