Navis Wealth Advisors, LLC

Position in GEV — GE Vernova Inc.

CIK 1849055 RYE BROOK, NY

Position in GEV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$385,354

+$108,645 QoQ

Shares Held

328

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,534

of 3,410 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Navis Wealth Advisors, LLC holds $28,375,524 across 4 Specialty Industrial Machinery names. GEV ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc.	615,291	$27,657,330
2	GEV	GE Vernova Inc. This page	328	$385,354
3	NNE	Nano Nuclear Energy Inc.	11,000	$232,540
4	SMR	NUSCALE POWER Corp	10,000	$100,300

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,354	328	+3.5%	Shares	Sole	2026-08-14
2026-03-31	$276,709	317	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$204,567	313	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.