Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$371,255
-$1,007,054 QoQ
Shares Held
316
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,564
of 3,398 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Putney Financial Group LLC holds $610,893 across 2 Specialty Industrial Machinery names. GEV ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
316 | $371,255 | |
| 2 | CMI |
Cummins Inc
|
336 | $239,638 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,255 | 316 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,378,309 | 1,579 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $935,258 | 1,431 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $879,921 | 1,431 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $746,630 | 1,411 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $15,569 | 51 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||