Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,835,723
+$1,090,110 QoQ
Shares Held
4,116
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#901
of 3,398 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, 2026Xcel Wealth Management, LLC holds $7,063,904 across 2 Specialty Industrial Machinery names. GEV ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
4,116 | $4,835,723 | |
| 2 | ETN |
Eaton Corp plc
|
5,229 | $2,228,181 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,835,723 | 4,116 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,745,613 | 4,291 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,120,143 | 4,774 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,036,721 | 1,686 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $896,380 | 1,694 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $516,533 | 1,692 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $556,549 | 1,692 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $431,426 | 1,692 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $293,282 | 1,710 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||