LYELL WEALTH MANAGEMENT, LP

Position in GEV — GE Vernova Inc.

CIK 1686444 MENLO PARK, CA

Position in GEV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$737,812

+$276,048 QoQ

Shares Held

628

+18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,977

of 3,398 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $2,844,598 across 6 Specialty Industrial Machinery names. GEV ranks #1 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	628	$737,812
2	ETN	Eaton Corp plc	1,396	$594,863
3	AME	Ametek Inc/	2,227	$538,800
4	EMR	Emerson Electric Co	2,377	$340,267
5	ITW	Illinois Tool Works Inc	1,226	$331,596
6	PH	Parker-Hannifin Corp	308	$301,260

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,812	628	+18.7%	Shares	Sole	2026-08-05
2026-03-31	$461,764	529	0.0%	Shares	Sole	2026-05-07
2025-12-31	$345,738	529	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$323,437	526	0.0%	Shares	Sole	2025-11-06
2025-06-30	$278,332	526	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.