Position in GEV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$290,190
-$415,012 QoQ
Shares Held
247
-77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,794
of 3,398 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Dec 31, 2025CallValue
$65,357
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $951,121 across 2 Specialty Industrial Machinery names. GEV ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
1,335 | $660,931 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
247 | $290,190 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,190 | 247 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $705,202 | 1,079 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $65,357 | 100 | Call | Sole | 2026-07-14 | |
| 2025-09-30 | $686,228 | 1,116 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $712,765 | 1,347 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||