Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$528,687
+$135,882 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,250
of 3,397 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LIBERTY WEALTH MANAGEMENT LLC holds $913,473 across 2 Specialty Industrial Machinery names. GEV ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
450 | $528,687 | |
| 2 | ETN |
Eaton Corp plc
|
903 | $384,786 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,687 | 450 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $392,805 | 450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $249,010 | 381 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $236,736 | 385 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $205,839 | 389 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||