Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$959,860
+$507,698 QoQ
Shares Held
817
+57.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,784
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026Goldstein Advisors, LLC holds $1,516,798 across 2 Specialty Industrial Machinery names. GEV ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
817 | $959,860 | |
| 2 | ETN |
Eaton Corp plc
|
1,307 | $556,938 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,860 | 817 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $452,162 | 518 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $330,706 | 506 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||