Position in GEV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$484,042
+$154,959 QoQ
Shares Held
412
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,324
of 3,397 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026One Charles Private Wealth Services, LLC holds $704,509 across 2 Specialty Industrial Machinery names. GEV ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
412 | $484,042 | |
| 2 | DOV |
DOVER Corp
|
983 | $220,467 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,042 | 412 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $329,083 | 377 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $246,395 | 377 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $249,034 | 405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $209,014 | 395 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||