Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,905,050
+$2,172,559 QoQ
Shares Held
9,282
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
#613
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026Elk River Wealth Management LLC holds $11,441,662 across 2 Specialty Industrial Machinery names. GEV ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
9,282 | $10,905,050 | |
| 2 | ITW |
Illinois Tool Works Inc
|
1,984 | $536,612 |
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,905,050 | 9,282 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,732,491 | 10,004 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,552,806 | 5,436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,217,771 | 5,233 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||