Performance Wealth Partners, LLC

Position in GEV — GE Vernova Inc.

CIK 1908765 HINSDALE, IL

Position in GEV

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

Position Value

$144,794,445

+$39,953,918 QoQ

Shares Held

123,244

+2.6% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

4.86%

of 13F equity value

Holder Rank

#167

of 3,396 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $153,444,636 across 6 Specialty Industrial Machinery names. GEV ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	123,244	$144,794,445
2	PH	Parker-Hannifin Corp	6,449	$6,307,895
3	CMI	Cummins Inc	1,114	$794,515
4	ITW	Illinois Tool Works Inc	2,505	$677,527
5	RRX	Regal Rexnord Corp	2,796	$665,979
6	EMR	Emerson Electric Co	1,427	$204,275

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,794,445	123,244	+2.6%	Shares	Sole	2026-08-07
2026-03-31	$104,840,527	120,106	+27.4%	Shares	Sole	2026-04-10
2025-12-31	$61,612,697	94,271	+1.5%	Shares	Sole	2026-01-21
2025-09-30	$57,101,458	92,863	+23.1%	Shares	Sole	2025-11-07
2025-06-30	$39,931,775	75,464	-0.3%	Shares	Sole	2025-07-28
2025-03-31	$23,103,895	75,681	+40.5%	Shares	Sole	2025-04-22
2024-12-31	$17,723,077	53,881	+27.2%	Shares	Sole	2025-01-17
2024-09-30	$10,798,912	42,352	—	Shares	Sole	2024-10-10
No filing history on record for this holder in this stock.