Position in GEV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,972,589
+$631,815 QoQ
Shares Held
1,679
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,322
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Avantax Planning Partners, Inc. holds $9,540,950 across 9 Specialty Industrial Machinery names. GEV ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
4,043 | $2,001,608 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,022 | $1,977,758 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
1,679 | $1,972,589 | |
| 4 | EMR |
Emerson Electric Co
|
9,739 | $1,394,137 | |
| 5 | ETN |
Eaton Corp plc
|
2,159 | $919,993 | |
| 6 | CMI |
Cummins Inc
|
786 | $560,583 | |
| 7 | DOV |
DOVER Corp
|
1,263 | $283,265 | |
| 8 | ITW |
Illinois Tool Works Inc
|
801 | $216,646 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,972,589 | 1,679 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,340,774 | 1,536 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $358,809 | 549 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $326,511 | 531 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $282,566 | 534 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||