Position in GEV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,255,925
+$270,421 QoQ
Shares Held
1,069
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#1,584
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026FOCUS Wealth Advisors, LLC holds $1,513,170 across 2 Specialty Industrial Machinery names. GEV ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,069 | $1,255,925 | |
| 2 | PH |
Parker-Hannifin Corp
|
263 | $257,245 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,925 | 1,069 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $985,504 | 1,129 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $737,880 | 1,129 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $710,209 | 1,155 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $749,805 | 1,417 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $432,581 | 1,417 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $734,500 | 2,233 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $670,342 | 2,629 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $479,541 | 2,796 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||