Sovereign Financial Group, Inc.

Position in GEV — GE Vernova Inc.

CIK 1846175 STAMFORD, CT

Position in GEV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,264,149

+$255,077 QoQ

Shares Held

1,076

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,582

of 3,417 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $2,760,902 across 6 Specialty Industrial Machinery names. GEV ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,076	$1,264,149
2	CMI	Cummins Inc	969	$691,100
3	ETN	Eaton Corp plc	794	$338,339
4	OTIS	Otis Worldwide Corp	3,646	$261,053
5	EMR	Emerson Electric Co	1,410	$201,841
6	OPTT	Ocean Power Technologies, Inc.	17,000	$4,420

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,264,149	1,076	-6.9%	Shares	Sole	2026-07-24
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.