Sargent Investment Group, LLC

Position in GEV — GE Vernova Inc.

CIK 1766157 BETHESDA, MD

Position in GEV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,355,206

+$1,097,544 QoQ

Shares Held

3,707

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#936

of 3,417 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sargent Investment Group, LLC holds $10,218,112 across 6 Specialty Industrial Machinery names. GEV ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	3,707	$4,355,206
2	CMI	Cummins Inc	2,900	$2,068,309
3	EMR	Emerson Electric Co	14,192	$2,031,584
4	AME	Ametek Inc/	4,253	$1,028,970
5	ITW	Illinois Tool Works Inc	1,619	$437,890
6	ETN	Eaton Corp plc	695	$296,153

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,355,206	3,707	-0.7%	Shares	Sole	2026-08-11
2026-03-31	$3,257,662	3,732	-3.7%	Shares	Sole	2026-05-11
2025-12-31	$2,532,583	3,875	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$2,380,892	3,872	+2.9%	Shares	Sole	2025-11-14
2025-06-30	$1,990,662	3,762	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$1,160,369	3,801	-3.6%	Shares	Sole	2025-05-05
2024-12-31	$1,296,970	3,943	+8.2%	Shares	Sole	2025-01-27
2024-09-30	$929,402	3,645	-5.6%	Shares	Sole	2024-11-06
2024-06-30	$662,371	3,862	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.