Ascentis Independent Advisors

Position in GEV — GE Vernova Inc.

CIK 1845003 DALLAS, TX

Position in GEV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$12,923

-$2,130,912 QoQ

Shares Held

-99.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,332

of 3,390 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ascentis Independent Advisors holds $172,630 across 7 Specialty Industrial Machinery names. GEV ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	209	$89,058
2	CMI	Cummins Inc	83	$59,193
3	GEV	GE Vernova Inc. This page	11	$12,923
4	PH	Parker-Hannifin Corp	3	$2,934
5	GNRC	Generac Holdings Inc.	10	$2,928
6	AME	Ametek Inc/	12	$2,903
7	DOV	DOVER Corp	12	$2,691

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,923	11	-99.6%	Shares	Sole	2026-08-04
2026-03-31	$2,143,835	2,456	+64.3%	Shares	Sole	2026-04-28
2025-12-31	$977,087	1,495	+13.0%	Shares	Sole	2026-01-29
2025-09-30	$813,512	1,323	-3.6%	Shares	Sole	2025-10-21
2025-06-30	$725,993	1,372	+1978.8%	Shares	Sole	2025-07-14
2024-09-30	$16,818	66	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.