Position in GEV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$346,583
+$91,697 QoQ
Shares Held
295
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#2,633
of 3,398 holders
Holding Since
Mar 2026
2 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, 2026Fonville Wealth Management LLC holds $818,889 across 2 Specialty Industrial Machinery names. GEV ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
954 | $472,306 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
295 | $346,583 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,583 | 295 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $254,886 | 292 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||