Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$634,424
+$375,173 QoQ
Shares Held
540
+81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,115
of 3,397 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, 2026Plante Moran Financial Advisors, LLC holds $1,468,387 across 27 Specialty Industrial Machinery names. GEV ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
540 | $634,424 | |
| 2 | PH |
Parker-Hannifin Corp
|
248 | $242,573 | |
| 3 | ETN |
Eaton Corp plc
|
542 | $230,957 | |
| 4 | ITW |
Illinois Tool Works Inc
|
441 | $119,277 | |
| 5 | CMI |
Cummins Inc
|
104 | $74,173 | |
| 6 | EMR |
Emerson Electric Co
|
485 | $69,427 | |
| 7 | MIDD |
MIDDLEBY Corp
|
205 | $28,381 | |
| 8 | ROK |
Rockwell Automation, Inc
|
55 | $27,229 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,424 | 540 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $259,251 | 297 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $265,349 | 406 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $182,625 | 297 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $148,162 | 280 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $85,173 | 279 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $79,272 | 241 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $99,187 | 389 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $63,973 | 373 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||