Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$363,031
+$88,068 QoQ
Shares Held
309
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,584
of 3,398 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CONSILIO WEALTH ADVISORS, LLC holds $588,874 across 2 Specialty Industrial Machinery names. GEV ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
309 | $363,031 | |
| 2 | ETN |
Eaton Corp plc
|
530 | $225,843 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,031 | 309 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $274,963 | 315 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $202,606 | 310 | Shares | Sole | 2026-03-20 | |
| No filing history on record for this holder in this stock. | ||||||