Phillips Wealth Planners LLC

Position in GEV — GE Vernova Inc.

CIK 1962628 STARKVILLE, MS

Position in GEV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$763,659

+$202,385 QoQ

Shares Held

650

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,948

of 3,397 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,609,315 across 6 Specialty Industrial Machinery names. GEV ranks #1 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	650	$763,659
2	ETN	Eaton Corp plc	1,541	$656,650
3	EMR	Emerson Electric Co	2,442	$349,572
4	ROK	Rockwell Automation, Inc	706	$349,526
5	PH	Parker-Hannifin Corp	289	$282,676
6	CR	Crane Co	929	$207,232

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,659	650	+1.1%	Shares	Sole	2026-08-07
2026-03-31	$561,274	643	-9.2%	Shares	Sole	2026-05-14
2025-12-31	$462,727	708	+6.8%	Shares	Defined	2026-02-10
2025-09-30	$407,678	663	+9.2%	Shares	Defined	2025-11-07
2025-06-30	$321,194	607	—	Shares	Defined	2025-07-11
No filing history on record for this holder in this stock.