Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$233,797
+$23,429 QoQ
Shares Held
199
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,977
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, 2026Foguth Wealth Management, LLC. holds $531,835 across 2 Specialty Industrial Machinery names. GEV ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
602 | $298,038 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
199 | $233,797 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,797 | 199 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $210,368 | 241 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||