Kozak & Associates, Inc.

Position in GEV — GE Vernova Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in GEV

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$830,626

+$184,680 QoQ

Shares Held

707

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,893

of 3,398 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $1,150,099 across 7 Specialty Industrial Machinery names. GEV ranks #1 (72.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	707	$830,626
2	CMI	Cummins Inc	205	$146,208
3	ETN	Eaton Corp plc	330	$140,619
4	EMR	Emerson Electric Co	160	$22,904
5	PH	Parker-Hannifin Corp	5	$4,890
6	IR	Ingersoll Rand Inc.	46	$3,771
7	ITW	Illinois Tool Works Inc	4	$1,081

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$830,626	707	-4.5%	Shares	Sole	2026-07-02
2026-03-31	$645,946	740	-5.1%	Shares	Sole	2026-04-14
2025-12-31	$509,784	780	-0.4%	Shares	Sole	2026-01-12
2025-09-30	$481,466	783	+0.4%	Shares	Sole	2025-11-18
2025-06-30	$412,737	780	0.0%	Shares	Sole	2025-07-10
2025-03-31	$238,118	780	+0.1%	Shares	Sole	2025-04-15
2024-12-31	$256,236	779	-2.1%	Shares	Sole	2025-01-06
2024-09-30	$202,964	796	-3.4%	Shares	Sole	2024-10-17
2024-06-30	$141,324	824	-1.7%	Shares	Sole	2024-07-05
2024-03-31	$114,596	838	—	Shares	Sole	2024-05-17
No filing history on record for this holder in this stock.