Live Oak Private Wealth LLC

Position in GEV — GE Vernova Inc.

CIK 1799877 WILMINGTON, NC

Position in GEV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$532,211

+$113,219 QoQ

Shares Held

453

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,247

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

Live Oak Private Wealth LLC holds $2,628,320 across 5 Specialty Industrial Machinery names. GEV ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	1,013	$722,481
2	EMR	Emerson Electric Co	4,408	$631,005
3	GEV	GE Vernova Inc. This page	453	$532,211
4	ROK	Rockwell Automation, Inc	981	$485,673
5	ETN	Eaton Corp plc	603	$256,950

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,211	453	-5.6%	Shares	Sole	2026-07-20
2026-03-31	$418,992	480	+19.1%	Shares	Sole	2026-04-20
2025-12-31	$263,388	403	0.0%	Shares	Sole	2026-01-23
2025-09-30	$247,804	403	0.0%	Shares	Sole	2025-10-17
2025-06-30	$213,247	403	—	Shares	Sole	2025-08-04
No filing history on record for this holder in this stock.