Lantz Financial LLC

Position in GEV — GE Vernova Inc.

CIK 1766883 NAPERVILLE, IL

Position in GEV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,668,301

+$416,563 QoQ

Shares Held

1,420

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,418

of 3,397 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lantz Financial LLC holds $3,758,417 across 6 Specialty Industrial Machinery names. GEV ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,420	$1,668,301
2	PH	Parker-Hannifin Corp	804	$786,408
3	ETN	Eaton Corp plc	830	$353,679
4	XYL	Xylem Inc.	2,991	$353,566
5	ITT	Itt Inc.	1,525	$301,584
6	GGG	Graco Inc	3,900	$294,879

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,668,301	1,420	-1.0%	Shares	Sole	2026-07-09
2026-03-31	$1,251,738	1,434	-2.4%	Shares	Sole	2026-04-09
2025-12-31	$960,747	1,470	+5.8%	Shares	Sole	2026-01-14
2025-09-30	$854,096	1,389	+54.3%	Shares	Sole	2025-11-06
2025-06-30	$476,235	900	+4.0%	Shares	Sole	2025-07-11
2025-03-31	$264,067	865	-2.3%	Shares	Sole	2025-04-08
2024-12-31	$291,103	885	+0.8%	Shares	Sole	2025-01-21
2024-09-30	$223,872	878	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.