Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$431,173
+$123,040 QoQ
Shares Held
367
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,427
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $690,680 across 2 Specialty Industrial Machinery names. GEV ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
367 | $431,173 | |
| 2 | ETN |
Eaton Corp plc
|
609 | $259,507 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,173 | 367 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $308,133 | 353 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $219,599 | 336 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||