PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in GEV — GE Vernova Inc.
CIK 2145782
WALTHAM, MA
Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$113,961
+$60,715 QoQ
Shares Held
97
+59.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,176
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $953,737 across 5 Specialty Industrial Machinery names. GEV ranks #2 (11.9% of the industry book) .
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,961 | 97 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,246 | 61 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $38,560 | 59 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $34,434 | 56 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $12,699 | 24 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $7,326 | 24 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $9,867 | 30 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $764 | 3 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $1,029 | 6 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||