Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$575,681
+$154,944 QoQ
Shares Held
490
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,185
of 3,397 holders
Holding Since
Jun 2025
5 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, 2026West Wealth Group, LLC holds $1,202,452 across 2 Specialty Industrial Machinery names. GEV ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
1,266 | $626,771 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
490 | $575,681 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,681 | 490 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $420,737 | 482 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $310,445 | 475 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $278,549 | 453 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $236,530 | 447 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||