Global Retirement Partners, LLC
PensionPosition in GEV — GE Vernova Inc.
CIK 1749744
San Rafael, CA
Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,735,492
+$11,524,001 QoQ
Shares Held
15,947
+44.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#450
of 3,338 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $52,289,743 across 50 Specialty Industrial Machinery names. GEV ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
15,947 | $18,735,492 | |
| 2 | ETN |
Eaton Corp plc
|
16,285 | $6,939,364 | |
| 3 | BW |
Babcock & Wilcox Enterprises, Inc.
|
372,642 | $5,254,252 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,784 | $3,701,206 | |
| 5 | CMI |
Cummins Inc
|
4,653 | $3,318,566 | |
| 6 | EMR |
Emerson Electric Co
|
17,918 | $2,564,961 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,850 | $1,410,978 | |
| 8 | GNRC |
Generac Holdings Inc.
|
3,684 | $1,078,712 |
All Filings in GEV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,735,492 | 15,947 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,211,491 | 11,034 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,302,455 | 6,997 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,182,308 | 6,014 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,570,969 | 4,776 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,149,194 | 4,507 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $766,135 | 4,467 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||