PLANNING ALTERNATIVES LTD /ADV

Position in GEV — GE Vernova Inc.

CIK 712011 BIRMINGHAM, MI

Position in GEV

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

Position Value

$527,512

+$146,055 QoQ

Shares Held

449

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,255

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

PLANNING ALTERNATIVES LTD /ADV holds $1,851,215 across 4 Specialty Industrial Machinery names. GEV ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GGG	Graco Inc	7,844	$593,084
2	GEV	GE Vernova Inc. This page	449	$527,512
3	ITW	Illinois Tool Works Inc	1,808	$489,009
4	ETN	Eaton Corp plc	567	$241,610

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,512	449	+2.7%	Shares	Sole	2026-08-12
2026-03-31	$381,457	437	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.