Position in GEV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$388,878
+$59,795 QoQ
Shares Held
331
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,525
of 3,410 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026INVENIO WEALTH PARTNERS LLC holds $732,330 across 2 Specialty Industrial Machinery names. GEV ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
331 | $388,878 | |
| 2 | ETN |
Eaton Corp plc
|
806 | $343,452 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,878 | 331 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $329,083 | 377 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $202,606 | 310 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||