Strategies Wealth Advisors, LLC

Position in GEV — GE Vernova Inc.

CIK 1976435 GRAND RAPIDS, MI

Position in GEV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,420,017

+$807,428 QoQ

Shares Held

2,911

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

#1,037

of 3,398 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $5,374,333 across 5 Specialty Industrial Machinery names. GEV ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	2,911	$3,420,017
2	ROK	Rockwell Automation, Inc	1,666	$824,803
3	PH	Parker-Hannifin Corp	499	$488,081
4	ETN	Eaton Corp plc	836	$356,236
5	GNRC	Generac Holdings Inc.	974	$285,196

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,420,017	2,911	-2.7%	Shares	Sole	2026-08-14
2026-03-31	$2,612,589	2,993	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$1,949,599	2,983	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$1,759,228	2,861	+13.5%	Shares	Sole	2025-11-12
2025-06-30	$1,333,987	2,521	+37.1%	Shares	Sole	2025-08-08
2025-03-31	$561,409	1,839	+12.3%	Shares	Sole	2025-05-14
2024-12-31	$538,458	1,637	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.