Sovereign Financial Group, Inc.

Position in GEV — GE Vernova Inc.

CIK 1846175 STAMFORD, CT

Position in GEV

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$1,009,072

+$72,507 QoQ

Shares Held

1,156

-19.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Sovereign Financial Group, Inc. holds $2,103,218 across 5 Specialty Industrial Machinery names. GEV ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,156	$1,009,072
2	CMI	Cummins Inc	925	$497,668
3	ETN	Eaton Corp plc	836	$299,012
4	OTIS	Otis Worldwide Corp	3,782	$291,516
5	OPTT	Ocean Power Technologies, Inc.	17,000	$5,950

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,009,072	1,156	-19.3%	Shares	Sole	2026-04-17
2025-12-31	$936,565	1,433	-17.2%	Shares	Sole	2026-01-07
2025-09-30	$1,063,777	1,730	-7.9%	Shares	Sole	2025-10-17
2025-06-30	$994,272	1,879	-11.7%	Shares	Sole	2025-07-25
2025-03-31	$649,635	2,128	-25.7%	Shares	Sole	2025-04-11
2024-12-31	$942,384	2,865	-0.1%	Shares	Sole	2025-01-14
2024-09-30	$731,027	2,867	+53.6%	Shares	Sole	2024-10-08
2024-06-30	$320,209	1,867	—	Shares	Sole	2024-07-15
No filing history on record for this holder in this stock.