Position in GEV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$204,425
+$199,071 QoQ
Shares Held
174
+728.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,114
of 3,410 holders
Holding Since
Sep 2024
2 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, 2026Planned Solutions, Inc. holds $2,400,911 across 2 Specialty Industrial Machinery names. GEV ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
8,121 | $2,196,486 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
174 | $204,425 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,425 | 174 | Shares | Sole | 2026-07-13 | |
| 2024-09-30 | $5,354 | 21 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||