Position in PH
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$254,248
-$17,350 QoQ
Shares Held
284
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Peak Financial Management, Inc. holds $601,528 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
512 | $601,528 |
All Filings in PH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,248 | 284 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $271,598 | 309 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $219,105 | 289 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $201,857 | 289 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $218,218 | 359 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $256,956 | 404 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $286,846 | 454 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $224,579 | 444 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||