Monte Financial Group, LLC

Position in GEV — GE Vernova Inc.

CIK 1755651 GUILFORD, CT

Position in GEV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,183,084

+$317,168 QoQ

Shares Held

1,007

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,637

of 3,410 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Monte Financial Group, LLC holds $10,114,505 across 5 Specialty Industrial Machinery names. GEV ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AOS	Smith A O Corp	74,174	$4,652,193
2	PH	Parker-Hannifin Corp	2,213	$2,164,579
3	AME	Ametek Inc/	7,467	$1,806,565
4	GEV	GE Vernova Inc. This page	1,007	$1,183,084
5	ETN	Eaton Corp plc	723	$308,084

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,183,084	1,007	+1.5%	Shares	Sole	2026-08-07
2026-03-31	$865,916	992	0.0%	Shares	Sole	2026-05-14
2025-12-31	$648,341	992	+6.8%	Shares	Sole	2026-01-22
2025-09-30	$571,242	929	-1.0%	Shares	Sole	2025-10-31
2025-06-30	$496,342	938	+1.0%	Shares	Sole	2025-07-23
2025-03-31	$283,605	929	+0.3%	Shares	Sole	2025-04-22
2024-12-31	$304,589	926	0.0%	Shares	Sole	2025-01-21
2024-09-30	$236,111	926	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.