Jacobsen Capital Management

Position in GEV — GE Vernova Inc.

CIK 1782491 SALT LAKE CITY, UT

Position in GEV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$713,140

+$188,528 QoQ

Shares Held

607

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#2,007

of 3,398 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Jacobsen Capital Management holds $1,660,188 across 4 Specialty Industrial Machinery names. GEV ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	607	$713,140
2	ETN	Eaton Corp plc	966	$411,631
3	PH	Parker-Hannifin Corp	290	$283,654
4	CMI	Cummins Inc	353	$251,763

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713,140	607	+1.0%	Shares	Sole	2026-07-29
2026-03-31	$524,612	601	-4.1%	Shares	Sole	2026-04-24
2025-12-31	$409,788	627	+3.0%	Shares	Sole	2026-01-26
2025-09-30	$374,474	609	-0.8%	Shares	Sole	2025-10-27
2025-06-30	$324,898	614	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.