Regent Peak Wealth Advisors LLC

Position in GEV — GE Vernova Inc.

CIK 1803329 ATLANTA, GA

Position in GEV

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,292,346

+$422,065 QoQ

Shares Held

1,100

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,559

of 3,398 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,112,569 across 5 Specialty Industrial Machinery names. GEV ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,100	$1,292,346
2	ETN	Eaton Corp plc	1,661	$707,785
3	ITW	Illinois Tool Works Inc	2,137	$577,994
4	CMI	Cummins Inc	425	$303,114
5	EMR	Emerson Electric Co	1,616	$231,330

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,292,346	1,100	+10.3%	Shares	Sole	2026-07-10
2026-03-31	$870,281	997	-5.6%	Shares	Sole	2026-04-14
2025-12-31	$690,169	1,056	+8.9%	Shares	Sole	2026-01-08
2025-09-30	$596,453	970	+2.8%	Shares	Sole	2025-10-16
2025-03-31	$288,184	944	-2.3%	Shares	Sole	2025-04-14
2024-12-31	$317,746	966	+3.8%	Shares	Sole	2025-01-07
2024-09-30	$237,386	931	—	Shares	Sole	2024-10-16
No filing history on record for this holder in this stock.