Heartwood Wealth Advisors LLC

Position in GEV — GE Vernova Inc.

CIK 1794935 RICHMOND, VA

Position in GEV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$328,960

+$82,803 QoQ

Shares Held

280

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,681

of 3,398 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $1,875,810 across 4 Specialty Industrial Machinery names. GEV ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	952	$678,975
2	ETN	Eaton Corp plc	1,344	$572,705
3	GEV	GE Vernova Inc. This page	280	$328,960
4	XYL	Xylem Inc.	2,497	$295,170

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,960	280	-0.7%	Shares	Sole	2026-07-17
2026-03-31	$246,157	282	+94.5%	Shares	Sole	2026-04-07
2025-09-30	$89,160	145	—	Shares	Sole	2025-10-06
No filing history on record for this holder in this stock.