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TRB Wealth Management, LLC

Position in GEV — GE Vernova Inc.

CIK 2130988 HOUSTON, TX

Position in GEV

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$882,319
-$694,138 QoQ
Shares Held
751
-58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,838
of 3,398 holders
Holding Since
Mar 2026
2 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, 2026

TRB Wealth Management, LLC holds $3,564,905 across 6 Specialty Industrial Machinery names. GEV ranks #2 (24.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 GEV
GE Vernova Inc.
This page
751 $882,319

All Filings in GEV

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $882,319 751
2026-03-31 $1,576,457 1,806