Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$492,266
+$126,521 QoQ
Shares Held
419
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,311
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Summit Wealth Group, LLC holds $773,931 across 2 Specialty Industrial Machinery names. GEV ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
419 | $492,266 | |
| 2 | ETN |
Eaton Corp plc
|
661 | $281,665 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,266 | 419 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $365,745 | 419 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $281,035 | 430 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $250,264 | 407 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $218,538 | 413 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||