Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,071,472
+$409,814 QoQ
Shares Held
912
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,705
of 3,398 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, 2026Octavia Wealth Advisors, LLC holds $1,071,472 across 1 Specialty Industrial Machinery name. GEV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
912 | $1,071,472 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,472 | 912 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $661,658 | 758 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $491,484 | 752 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $468,553 | 762 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $231,238 | 437 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||