Montgomery Financial Services LLC

Position in GEV — GE Vernova Inc.

CIK 2149844 OCEAN CITY, MD

Position in GEV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$61,092

New position

Shares Held

52

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#3,244

of 3,398 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Montgomery Financial Services LLC holds $166,871 across 3 Specialty Industrial Machinery names. GEV ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	200	$85,224
2	GEV	GE Vernova Inc. This page	52	$61,092
3	ITW	Illinois Tool Works Inc	76	$20,555

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,092	52	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.