Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$568,632
+$146,149 QoQ
Shares Held
484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#2,193
of 3,397 holders
Holding Since
Jun 2025
5 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, 20264J Wealth Management LLC holds $774,296 across 2 Specialty Industrial Machinery names. GEV ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
484 | $568,632 | |
| 2 | DOV |
DOVER Corp
|
917 | $205,664 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,632 | 484 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $422,483 | 484 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $316,327 | 484 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $297,611 | 484 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $256,108 | 484 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||