Cypress Wealth Services, LLC

Position in GEV — GE Vernova Inc.

CIK 1721527 PALM DESERT, CA

Position in GEV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$399,452

+$103,539 QoQ

Shares Held

340

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,499

of 3,410 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $1,430,427 across 4 Specialty Industrial Machinery names. GEV ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	1,751	$473,592
2	GEV	GE Vernova Inc. This page	340	$399,452
3	OTIS	Otis Worldwide Corp	4,440	$317,904
4	ETN	Eaton Corp plc	562	$239,479

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$399,452	340	+0.3%	Shares	Sole	2026-07-13
2026-03-31	$295,913	339	-8.6%	Shares	Sole	2026-04-15
2025-12-31	$242,474	371	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.