Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$586,254
+$189,959 QoQ
Shares Held
499
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,191
of 3,410 holders
Holding Since
Jun 2024
9 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, 2026Prestige Wealth Management Group LLC holds $3,038,451 across 28 Specialty Industrial Machinery names. GEV ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,438 | $1,464,999 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
499 | $586,254 | |
| 3 | CMI |
Cummins Inc
|
802 | $571,993 | |
| 4 | EMR |
Emerson Electric Co
|
564 | $80,736 | |
| 5 | XYL |
Xylem Inc.
|
600 | $70,926 | |
| 6 | ITT |
Itt Inc.
|
312 | $61,701 | |
| 7 | ROK |
Rockwell Automation, Inc
|
86 | $42,576 | |
| 8 | ITW |
Illinois Tool Works Inc
|
124 | $33,537 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,254 | 499 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $396,295 | 454 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $36,599 | 56 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,048 | 57 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $23,282 | 44 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $14,347 | 47 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $66,442 | 202 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $30,852 | 121 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $7,545 | 44 | Shares | Other | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||