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Navis Wealth Advisors, LLC

Position in GEV — GE Vernova Inc.

CIK 1849055 RYE BROOK, NY

Position in GEV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$276,709
+$72,142 QoQ
Shares Held
317
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in GEV Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Mar 31, 2026

Navis Wealth Advisors, LLC holds $4,163,829 across 4 Specialty Industrial Machinery names. GEV ranks #2 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 GEV
GE Vernova Inc.
This page
317 $276,709

All Filings in GEV

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $276,709 317
2025-12-31 $204,567 313