Allegiance Financial Group Advisory Services LLC
Position in GEV — GE Vernova Inc.
CIK 1964068
VIENNA, VA
Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,152,537
+$314,553 QoQ
Shares Held
981
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,656
of 3,398 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, 2026Allegiance Financial Group Advisory Services LLC holds $1,911,484 across 4 Specialty Industrial Machinery names. GEV ranks #1 (60.3% 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 | $1,152,537 | 981 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $837,984 | 960 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $605,205 | 926 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $477,162 | 776 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $418,557 | 791 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $344,966 | 1,130 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||