Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$569,807
+$146,451 QoQ
Shares Held
485
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,192
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Wealth Alliance Advisory Group, LLC holds $776,255 across 2 Specialty Industrial Machinery names. GEV ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
485 | $569,807 | |
| 2 | ROK |
Rockwell Automation, Inc
|
417 | $206,448 |
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,807 | 485 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $423,356 | 485 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $292,145 | 447 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $289,003 | 470 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $264,575 | 500 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||