MOTIVE WEALTH ADVISORS

Position in GEV — GE Vernova Inc.

CIK 1877093 BIRMINGHAM, MI

Position in GEV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$404,151

+$119,586 QoQ

Shares Held

344

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#2,475

of 3,398 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MOTIVE WEALTH ADVISORS holds $859,610 across 3 Specialty Industrial Machinery names. GEV ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	344	$404,151
2	ETN	Eaton Corp plc	596	$253,967
3	PH	Parker-Hannifin Corp	206	$201,492

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,151	344	+5.5%	Shares	Sole	2026-07-21
2026-03-31	$284,565	326	-3.3%	Shares	Sole	2026-04-15
2025-12-31	$220,253	337	-7.9%	Shares	Sole	2026-01-15
2025-09-30	$225,053	366	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.