Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,567,263
+$230,854 QoQ
Shares Held
1,334
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,443
of 3,398 holders
Holding Since
Sep 2024
8 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, 202644 WEALTH MANAGEMENT LLC holds $4,288,159 across 2 Specialty Industrial Machinery names. GEV ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,815 | $2,720,896 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
1,334 | $1,567,263 |
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,567,263 | 1,334 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,336,409 | 1,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,000,615 | 1,531 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $941,411 | 1,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $810,128 | 1,531 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $467,383 | 1,531 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $470,698 | 1,431 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $364,876 | 1,431 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||