Peak Retirement Planning, Inc.

Pension

Position in GEV — GE Vernova Inc.

CIK 2056697 COLUMBUS, OH

Position in GEV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,277,072

+$342,197 QoQ

Shares Held

1,087

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,570

of 3,398 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Peak Retirement Planning, Inc. holds $8,462,835 across 4 Specialty Industrial Machinery names. GEV ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	12,998	$3,515,569
2	AOS	Smith A O Corp	54,556	$3,421,752
3	GEV	GE Vernova Inc. This page	1,087	$1,277,072
4	PH	Parker-Hannifin Corp	254	$248,442

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,277,072	1,087	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$934,875	1,071	+4.4%	Shares	Sole	2026-05-11
2025-12-31	$670,562	1,026	+7.8%	Shares	Sole	2026-02-10
2025-09-30	$585,384	952	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.