Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,381,645
+$2,159,085 QoQ
Shares Held
6,283
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#754
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026BigSur Wealth Management LLC holds $8,205,458 across 2 Specialty Industrial Machinery names. GEV ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,283 | $7,381,645 | |
| 2 | ROK |
Rockwell Automation, Inc
|
1,664 | $823,813 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,381,645 | 6,283 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,222,560 | 5,983 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,132,485 | 7,853 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,828,809 | 7,853 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,128,957 | 7,803 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,137,875 | 7,003 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,171,648 | 3,562 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $780,748 | 3,062 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $526,192 | 3,068 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||