WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in GEV — GE Vernova Inc.
CIK 1632972
PLYMOUTH, MN
Position in GEV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$180,353,933
+$58,641,122 QoQ
Shares Held
153,511
+10.1% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#142
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Jun 30, 2026CallValue
$117,486
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $631,413,526 across 47 Specialty Industrial Machinery names. GEV ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
153,511 | $180,353,933 | |
| 2 | ETN |
Eaton Corp plc
|
314,815 | $134,148,967 | |
| 3 | PH |
Parker-Hannifin Corp
|
46,177 | $45,166,647 | |
| 4 | ITW |
Illinois Tool Works Inc
|
154,783 | $41,864,158 | |
| 5 | EMR |
Emerson Electric Co
|
253,353 | $36,267,481 | |
| 6 | CMI |
Cummins Inc
|
44,354 | $31,633,716 | |
| 7 | FLS |
Flowserve Corp
|
399,358 | $29,616,389 | |
| 8 | ROK |
Rockwell Automation, Inc
|
49,950 | $24,729,246 |
All Filings in GEV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,486 | 100 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $180,353,933 | 153,511 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $121,712,811 | 139,435 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $149,342,052 | 228,502 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $134,795,303 | 219,215 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $119,839,775 | 226,476 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $67,621,656 | 221,507 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $40,613,973 | 123,473 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $29,359,162 | 115,143 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,035,455 | 116,818 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||