MCCARTER PRIVATE WEALTH SERVICES LLC

Position in GEV — GE Vernova Inc.

CIK 2036922 Boston, MA

Position in GEV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,241,632

+$339,584 QoQ

Shares Held

1,908

-12.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#1,261

of 3,398 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $6,291,807 across 5 Specialty Industrial Machinery names. GEV ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	7,109	$3,029,287
2	GEV	GE Vernova Inc. This page	1,908	$2,241,632
3	NPO	Enpro Inc.	1,200	$452,316
4	ROK	Rockwell Automation, Inc	650	$321,802
5	CMI	Cummins Inc	346	$246,770

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,241,632	1,908	-12.4%	Shares	Other	2026-08-05
2026-03-31	$1,902,048	2,179	+10.8%	Shares	Other	2026-05-15
2025-12-31	$1,284,917	1,966	+3.1%	Shares	Other	2026-02-10
2025-09-30	$1,171,998	1,906	+0.7%	Shares	Other	2025-10-22
2025-06-30	$1,001,151	1,892	+2.5%	Shares	Other	2025-08-04
2025-03-31	$563,241	1,845	+7.8%	Shares	Other	2025-05-14
2024-12-31	$563,127	1,712	—	Shares	Other	2025-02-14
No filing history on record for this holder in this stock.