Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$842,374
+$213,886 QoQ
Shares Held
717
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,883
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026RETIREMENT CAPITAL STRATEGIES holds $2,545,149 across 2 Specialty Industrial Machinery names. GEV ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,996 | $1,702,775 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
717 | $842,374 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,374 | 717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $628,488 | 720 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $469,916 | 719 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $429,200 | 698 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $267,220 | 505 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||