Smallwood Wealth Investment Management, LLC
Position in GEV — GE Vernova Inc.
CIK 1921304
RED BANK, NJ
Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$210,299
+$54,050 QoQ
Shares Held
179
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,083
of 3,410 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $467,644 across 7 Specialty Industrial Machinery names. GEV ranks #1 (45.0% of the industry book) .
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,299 | 179 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $156,249 | 179 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $116,989 | 179 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $111,296 | 181 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $82,547 | 156 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $47,623 | 156 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||