Position in GEV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$391,228
+$94,442 QoQ
Shares Held
333
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,504
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026Carter Financial Group, INC. holds $1,603,204 across 2 Specialty Industrial Machinery names. GEV ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
4,481 | $1,211,976 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
333 | $391,228 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,228 | 333 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $296,786 | 340 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $209,795 | 321 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $211,525 | 344 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||