Position in GEV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$354,807
+$32,707 QoQ
Shares Held
302
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,610
of 3,410 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $634,032 across 2 Specialty Industrial Machinery names. GEV ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
302 | $354,807 | |
| 2 | ROK |
Rockwell Automation, Inc
|
564 | $279,225 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,807 | 302 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $322,100 | 369 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||