Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,297,832
+$2,242,496 QoQ
Shares Held
2,807
+132.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#1,048
of 3,398 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Whalen Wealth Management Inc. holds $4,087,858 across 2 Specialty Industrial Machinery names. GEV ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,807 | $3,297,832 | |
| 2 | ETN |
Eaton Corp plc
|
1,854 | $790,026 |
All Filings in GEV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,297,832 | 2,807 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,055,336 | 1,209 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $1,003,516 | 1,632 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||