Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$496,965
+$134,712 QoQ
Shares Held
423
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,302
of 3,398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $752,210 across 2 Specialty Industrial Machinery names. GEV ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
423 | $496,965 | |
| 2 | ETN |
Eaton Corp plc
|
599 | $255,245 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,965 | 423 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $362,253 | 415 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $229,403 | 351 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $255,798 | 416 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $203,193 | 384 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||