Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$344,233
+$88,474 QoQ
Shares Held
293
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,639
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, 2026Gratus Wealth Advisors, LLC holds $682,572 across 2 Specialty Industrial Machinery names. GEV ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
293 | $344,233 | |
| 2 | ETN |
Eaton Corp plc
|
794 | $338,339 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,233 | 293 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $255,759 | 293 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||