Position in GEV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$397,102
+$102,062 QoQ
Shares Held
338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,503
of 3,410 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, 2026CASTLE WEALTH MANAGEMENT LLC holds $1,747,476 across 2 Specialty Industrial Machinery names. GEV ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,169 | $1,350,374 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
338 | $397,102 |
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,102 | 338 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $295,040 | 338 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $220,906 | 338 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $207,836 | 338 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||