Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$227,922
New position
Shares Held
194
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,997
of 3,398 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $691,966 across 2 Specialty Industrial Machinery names. GEV ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,089 | $464,044 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
194 | $227,922 |
All Filings in GEV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,922 | 194 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||