Vertrix Wealth Management, LLC

Position in GEV — GE Vernova Inc.

CIK 2118328 TROY, MI

Position in GEV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$882,319

+$55,683 QoQ

Shares Held

751

-20.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,839

of 3,398 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Vertrix Wealth Management, LLC holds $6,631,637 across 4 Specialty Industrial Machinery names. GEV ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	33,172	$4,748,571
2	GEV	GE Vernova Inc. This page	751	$882,319
3	ETN	Eaton Corp plc	1,627	$693,297
4	GNRC	Generac Holdings Inc.	1,050	$307,450

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$882,319	751	-20.7%	Shares	Sole	2026-07-09
2026-03-31	$826,636	947	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.