Consilium Wealth Advisory, LLC

Position in GEV — GE Vernova Inc.

CIK 1904906 FRISCO, TX

Position in GEV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,131,001

+$180,599 QoQ

Shares Held

2,665

-21.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#1,070

of 3,398 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Consilium Wealth Advisory, LLC holds $3,871,351 across 3 Specialty Industrial Machinery names. GEV ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	2,665	$3,131,001
2	ETN	Eaton Corp plc	871	$371,150
3	IR	Ingersoll Rand Inc.	4,503	$369,200

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,131,001	2,665	-21.2%	Shares	Sole	2026-08-11
2026-03-31	$2,950,402	3,380	+10.0%	Shares	Sole	2026-04-20
2025-12-31	$2,007,767	3,072	+4.3%	Shares	Sole	2026-01-26
2025-09-30	$1,810,265	2,944	-7.6%	Shares	Sole	2025-10-20
2025-06-30	$1,685,871	3,186	-1.7%	Shares	Sole	2025-07-21
2025-03-31	$989,412	3,241	-39.5%	Shares	Sole	2025-04-17
2024-12-31	$1,763,393	5,361	-0.7%	Shares	Sole	2025-02-05
2024-09-30	$1,376,127	5,397	+81.8%	Shares	Sole	2024-10-30
2024-06-30	$509,041	2,968	—	Shares	Sole	2024-08-01
No filing history on record for this holder in this stock.