Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,345,020
+$607,949 QoQ
Shares Held
1,996
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,224
of 3,398 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, 2026Timothy G. Youngquist 2020 Irrevocable Trust holds $2,345,020 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
|
1,996 | $2,345,020 |
All Filings in GEV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,345,020 | 1,996 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,737,071 | 1,990 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $3,967,169 | 6,070 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||