Position in GEV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$250,522
New position
Shares Held
287
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Kelsey Financial, LLC holds $259,972 across 2 Specialty Industrial Machinery names. GEV ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
287 | $250,522 | |
| 2 | OPTT |
Ocean Power Technologies, Inc.
|
27,000 | $9,450 |
All Filings in GEV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,522 | 287 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||