Position in GEV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,368,864
+$661,815 QoQ
Shares Held
5,005
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026SFE Investment Counsel holds $34,467,323 across 7 Specialty Industrial Machinery names. GEV ranks #5 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
19,353 | $10,412,301 | |
| 2 | ETN |
Eaton Corp plc
|
20,009 | $7,156,619 | |
| 3 | DCI |
DONALDSON Co INC
|
65,783 | $5,583,003 | |
| 4 | XYL |
Xylem Inc.
|
43,111 | $5,151,764 | |
| 5 | GEV |
GE Vernova Inc.
This page
|
5,005 | $4,368,864 | |
| 6 | EMR |
Emerson Electric Co
|
7,024 | $920,284 | |
| 7 | TNC |
Tennant Co
|
13,170 | $874,488 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,368,864 | 5,005 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,707,049 | 5,672 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,446,514 | 5,605 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,351,636 | 6,334 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,069,493 | 6,779 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,603,152 | 7,914 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,203,027 | 8,640 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,297,473 | 7,565 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||