Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$601,528
+$124,052 QoQ
Shares Held
512
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#2,159
of 3,398 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Peak Financial Management, Inc. holds $601,528 across 1 Specialty Industrial Machinery name. GEV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
512 | $601,528 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,528 | 512 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $477,476 | 547 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $390,181 | 597 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $339,424 | 552 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $286,799 | 542 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $272,309 | 892 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||