Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$451,146
+$89,766 QoQ
Shares Held
384
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,390
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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $876,219 across 2 Specialty Industrial Machinery names. GEV ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
384 | $451,146 | |
| 2 | CMI |
Cummins Inc
|
596 | $425,073 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,146 | 384 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $361,380 | 414 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $224,828 | 344 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||