Position in GEV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$999,805
+$345,130 QoQ
Shares Held
851
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,756
of 3,398 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Jun 30, 2026CallValue
$117,486
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Westmount Partners, LLC holds $1,517,114 across 2 Specialty Industrial Machinery names. GEV ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
851 | $999,805 | |
| 2 | ETN |
Eaton Corp plc
|
1,214 | $517,309 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,805 | 851 | Shares | Sole | 2026-07-07 | |
| 2026-06-30 | $117,486 | 100 | Call | Sole | 2026-07-07 | |
| 2026-03-31 | $654,675 | 750 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $280,381 | 429 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $359,716 | 585 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $406,916 | 769 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $266,509 | 873 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $219,067 | 666 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $269,768 | 1,058 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||