Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$433,523
+$422,176 QoQ
Shares Held
369
+2738.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,423
of 3,398 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $662,775 across 2 Specialty Industrial Machinery names. GEV ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
369 | $433,523 | |
| 2 | ETN |
Eaton Corp plc
|
538 | $229,252 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,523 | 369 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,347 | 13 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,496 | 13 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,689 | 6 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,174 | 6 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,831 | 6 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,973 | 6 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $254 | 1 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||