Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$211,474
-$13,734 QoQ
Shares Held
180
-30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,064
of 3,398 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WT Wealth Management holds $481,944 across 2 Specialty Industrial Machinery names. GEV ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
1,000 | $270,470 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
180 | $211,474 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,474 | 180 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $225,208 | 258 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||