Patriot Financial Group Insurance Agency, LLC
InsurancePosition in GEV — GE Vernova Inc.
CIK 1694883
Westborough, MA
Position in GEV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,076,764
-$2,236,048 QoQ
Shares Held
3,470
-52.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#972
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026Patriot Financial Group Insurance Agency, LLC holds $5,994,619 across 5 Specialty Industrial Machinery names. GEV ranks #1 (68.0% of the industry book) .
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,076,764 | 3,470 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,312,812 | 7,232 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,399,909 | 3,672 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,225,938 | 3,620 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,026,551 | 1,940 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $588,885 | 1,929 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $558,194 | 1,697 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $432,701 | 1,697 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $321,066 | 1,872 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||