Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,102,999
+$639,146 QoQ
Shares Held
1,790
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.65%
of 13F equity value
Holder Rank
#1,288
of 3,396 holders
Holding Since
Sep 2025
4 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, 2026Portus Wealth Advisors, LLC holds $2,102,999 across 1 Specialty Industrial Machinery name. GEV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,790 | $2,102,999 |
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,102,999 | 1,790 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,463,853 | 1,677 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $472,531 | 723 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $361,561 | 588 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||