Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,973,764
+$836,376 QoQ
Shares Held
1,680
+28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,321
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $2,984,946 across 2 Specialty Industrial Machinery names. GEV ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,680 | $1,973,764 | |
| 2 | ETN |
Eaton Corp plc
|
2,373 | $1,011,182 |
All Filings in GEV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,973,764 | 1,680 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,137,388 | 1,303 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $686,902 | 1,051 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $472,243 | 768 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $406,387 | 768 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $233,539 | 765 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $79,272 | 241 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||