Position in GEV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$344,233
+$95,457 QoQ
Shares Held
293
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,635
of 3,396 holders
Holding Since
Dec 2025
3 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, 2026Goldenstone Wealth Management LLC holds $586,822 across 2 Specialty Industrial Machinery names. GEV ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
293 | $344,233 | |
| 2 | ROK |
Rockwell Automation, Inc
|
490 | $242,589 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,233 | 293 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $248,776 | 285 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $201,299 | 308 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||