Root Financial Partners, LLC

Position in GEV — GE Vernova Inc.

CIK 1977181 ENCINITAS, CA

Position in GEV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,227,728

+$466,560 QoQ

Shares Held

1,045

+19.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,605

of 3,398 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $3,233,442 across 6 Specialty Industrial Machinery names. GEV ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,045	$1,227,728
2	ETN	Eaton Corp plc	1,533	$653,241
3	CMI	Cummins Inc	674	$480,703
4	EMR	Emerson Electric Co	2,103	$301,044
5	ITW	Illinois Tool Works Inc	1,065	$288,050
6	PH	Parker-Hannifin Corp	289	$282,676

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,227,728	1,045	+19.8%	Shares	Sole	2026-07-29
2026-03-31	$761,168	872	+35.2%	Shares	Sole	2026-04-24
2025-12-31	$421,552	645	+25.5%	Shares	Sole	2026-02-10
2025-09-30	$316,058	514	+29.8%	Shares	Sole	2025-10-29
2025-06-30	$209,543	396	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.