Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$716,664
+$270,613 QoQ
Shares Held
610
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,004
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,789,978 across 12 Specialty Industrial Machinery names. GEV ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
2,649 | $1,311,466 | |
| 2 | ETN |
Eaton Corp plc
|
2,648 | $1,128,365 | |
| 3 | GEV |
GE Vernova Inc.
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|
610 | $716,664 | |
| 4 | PH |
Parker-Hannifin Corp
|
715 | $699,355 | |
| 5 | EMR |
Emerson Electric Co
|
2,253 | $322,516 | |
| 6 | CMI |
Cummins Inc
|
386 | $275,299 | |
| 7 | ITW |
Illinois Tool Works Inc
|
469 | $126,850 | |
| 8 | AME |
Ametek Inc/
|
510 | $123,389 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,664 | 610 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $446,051 | 511 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $333,974 | 511 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $307,450 | 500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $264,575 | 500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $128,217 | 420 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $100,323 | 305 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $91,792 | 360 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $77,351 | 451 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||