BKM Wealth Management, LLC

Position in GEV — GE Vernova Inc.

CIK 2007263 BROOKFIELD, WI

Position in GEV

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

Position Value

$661,446

+$82,714 QoQ

Shares Held

563

-15.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,078

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

BKM Wealth Management, LLC holds $3,266,318 across 4 Specialty Industrial Machinery names. GEV ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	11,872	$1,699,476
2	GEV	GE Vernova Inc. This page	563	$661,446
3	ROK	Rockwell Automation, Inc	1,018	$503,991
4	ETN	Eaton Corp plc	942	$401,405

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,446	563	-15.1%	Shares	Sole	2026-07-29
2026-03-31	$578,732	663	-5.3%	Shares	Sole	2026-04-22
2025-12-31	$457,499	700	-0.4%	Shares	Sole	2026-01-29
2025-09-30	$432,274	703	+0.4%	Shares	Sole	2025-10-23
2025-06-30	$370,405	700	+2.0%	Shares	Sole	2025-07-29
2025-03-31	$209,422	686	0.0%	Shares	Sole	2025-05-05
2024-12-31	$225,645	686	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.