Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$333,660
+$83,138 QoQ
Shares Held
284
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,684
of 3,417 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Kelsey Financial, LLC holds $343,280 across 2 Specialty Industrial Machinery names. GEV ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
284 | $333,660 | |
| 2 | OPTT |
Ocean Power Technologies, Inc.
|
37,000 | $9,620 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,660 | 284 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $250,522 | 287 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||