Position in GEV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$793,030
+$251,832 QoQ
Shares Held
675
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,930
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026AVISO WEALTH MANAGEMENT holds $2,271,666 across 2 Specialty Industrial Machinery names. GEV ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,470 | $1,478,636 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
675 | $793,030 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,030 | 675 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $541,198 | 620 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $280,381 | 429 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $202,302 | 329 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||