Marshall & Sterling Wealth Advisors Inc.
Position in GEV — GE Vernova Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$44,644
+$11,474 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,268
of 3,398 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $714,411 across 4 Specialty Industrial Machinery names. GEV ranks #2 (6.2% of the industry book) .
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,644 | 38 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $33,170 | 38 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $24,835 | 38 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $27,668 | 45 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $23,810 | 45 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,429 | 44 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,696 | 69 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||