Position in GEV
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$459,370
New position
Shares Held
391
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,368
of 3,398 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $459,370 across 1 Specialty Industrial Machinery name. GEV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
391 | $459,370 |
All Filings in GEV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,370 | 391 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||