CM WEALTH ADVISORS LLC

Position in GEV — GE Vernova Inc.

CIK 1764581 BEACHWOOD, OH

Position in GEV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$296,064

+$76,094 QoQ

Shares Held

252

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,769

of 3,398 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $5,417,977 across 4 Specialty Industrial Machinery names. GEV ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKOH	Park Ohio Holdings Corp	111,892	$4,302,247
2	GHM	Graham Corp	4,045	$500,730
3	RRX	Regal Rexnord Corp	1,339	$318,936
4	GEV	GE Vernova Inc. This page	252	$296,064

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,064	252	0.0%	Shares	Sole	2026-08-10
2026-03-31	$219,970	252	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.