Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,199,532
+$361,548 QoQ
Shares Held
1,021
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,624
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, 2026Wealth Management Partners, LLC holds $1,478,927 across 2 Specialty Industrial Machinery names. GEV ranks #1 (81.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,021 | $1,199,532 | |
| 2 | ITW |
Illinois Tool Works Inc
|
1,033 | $279,395 |
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,532 | 1,021 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $837,984 | 960 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $589,520 | 902 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $435,964 | 709 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $253,992 | 480 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||