Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,367,537
+$485,908 QoQ
Shares Held
1,164
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,520
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $1,966,661 across 2 Specialty Industrial Machinery names. GEV ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,164 | $1,367,537 | |
| 2 | ETN |
Eaton Corp plc
|
1,406 | $599,124 |
All Filings in GEV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,537 | 1,164 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $881,629 | 1,010 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $653,570 | 1,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $601,372 | 978 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $419,615 | 793 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $242,087 | 793 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $251,960 | 766 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||