Position in GEV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,897,398
+$492,029 QoQ
Shares Held
1,615
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,343
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $8,341,907 across 9 Specialty Industrial Machinery names. GEV ranks #1 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,615 | $1,897,398 | |
| 2 | OTIS |
Otis Worldwide Corp
|
25,801 | $1,847,351 | |
| 3 | GGG |
Graco Inc
|
16,953 | $1,281,816 | |
| 4 | 4,656 | $972,824 | |||
| 5 | KAI |
Kadant Inc
|
2,353 | $739,383 | |
| 6 | GRC |
Gorman Rupp Co
|
5,898 | $541,082 | |
| 7 | ETN |
Eaton Corp plc
|
1,205 | $513,474 | |
| 8 | IEX |
Idex Corp /De/
|
1,229 | $278,921 |
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,897,398 | 1,615 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,405,369 | 1,610 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,052,901 | 1,611 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $972,771 | 1,582 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $837,115 | 1,582 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $621,550 | 2,036 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $666,412 | 2,026 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||