Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,879,387
+$1,336,630 QoQ
Shares Held
3,302
+13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#988
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, 2026Valmark Advisers, Inc. holds $13,033,233 across 8 Specialty Industrial Machinery names. GEV ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
3,302 | $3,879,387 | |
| 2 | ETN |
Eaton Corp plc
|
6,756 | $2,878,866 | |
| 3 | ITW |
Illinois Tool Works Inc
|
9,418 | $2,547,286 | |
| 4 | EMR |
Emerson Electric Co
|
9,259 | $1,325,425 | |
| 5 | DOV |
DOVER Corp
|
3,997 | $896,447 | |
| 6 | CMI |
Cummins Inc
|
874 | $623,345 | |
| 7 | PH |
Parker-Hannifin Corp
|
473 | $462,650 | |
| 8 | ROK |
Rockwell Automation, Inc
|
848 | $419,827 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,879,387 | 3,302 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,542,757 | 2,913 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,842,413 | 2,819 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,631,944 | 2,654 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,294,830 | 2,447 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $691,459 | 2,265 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $797,326 | 2,424 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $597,418 | 2,343 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $290,709 | 1,695 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||