Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$783,631
+$332,342 QoQ
Shares Held
667
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,943
of 3,410 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, 2026Madison Wealth Partners, Inc holds $1,465,459 across 2 Specialty Industrial Machinery names. GEV ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
667 | $783,631 | |
| 2 | CMI |
Cummins Inc
|
956 | $681,828 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,631 | 667 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $451,289 | 517 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $319,595 | 489 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $245,345 | 399 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||