Fermata Advisors, LLC

Position in GEV — GE Vernova Inc.

CIK 1859259 SONOMA, CA

Position in GEV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$559,233

+$216,184 QoQ

Shares Held

476

+21.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#2,212

of 3,398 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fermata Advisors, LLC holds $1,060,435 across 3 Specialty Industrial Machinery names. GEV ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	476	$559,233
2	ETN	Eaton Corp plc	658	$280,386
3	XYL	Xylem Inc.	1,868	$220,816

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,233	476	+21.1%	Shares	Sole	2026-07-07
2026-03-31	$343,049	393	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.