Wescott Financial Advisory Group, LLC
Position in GEV — GE Vernova Inc.
CIK 1864880
Philadelphia, PA
Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,168,985
+$299,577 QoQ
Shares Held
995
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,644
of 3,397 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Mar 31, 2026CallValue
$349,160
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $3,363,721 across 4 Specialty Industrial Machinery names. GEV ranks #2 (34.8% of the industry book) .
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,985 | 995 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $349,160 | 400 | Call | Sole | 2026-05-12 | |
| 2026-03-31 | $869,408 | 996 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $622,198 | 952 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $608,751 | 990 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $512,217 | 968 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $309,248 | 1,013 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $330,574 | 1,005 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $244,270 | 958 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||