Position in VRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,110,932
+$679,183 QoQ
Shares Held
3,318
+92.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,074
of 2,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Bosman Wealth Management, LLC holds $6,326,150 across 2 Electrical Equipment & Parts names. VRT ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
17,229 | $5,215,218 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
3,318 | $1,110,932 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,932 | 3,318 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $431,749 | 1,723 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $301,500 | 1,861 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||