Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$442,922
+$119,949 QoQ
Shares Held
377
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#2,404
of 3,398 holders
Holding Since
Mar 2026
2 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, 2026LWM Advisory Services, LLC holds $947,448 across 2 Specialty Industrial Machinery names. GEV ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,184 | $504,526 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
377 | $442,922 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,922 | 377 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $322,973 | 370 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||