Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,165,665
-$424,730 QoQ
Shares Held
5,248
-30.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#826
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, 2026Sigma Planning Corp holds $23,747,714 across 17 Specialty Industrial Machinery names. GEV ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,248 | $6,165,665 | |
| 2 | ETN |
Eaton Corp plc
|
12,817 | $5,461,580 | |
| 3 | GNRC |
Generac Holdings Inc.
|
6,382 | $1,868,713 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,494 | $1,729,809 | |
| 5 | ITT |
Itt Inc.
|
6,424 | $1,270,410 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,268 | $1,240,256 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,569 | $1,235,777 | |
| 8 | CMI |
Cummins Inc
|
1,291 | $920,754 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,165,665 | 5,248 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,590,395 | 7,550 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,930,569 | 6,014 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,938,089 | 9,657 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,916,426 | 11,181 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,390,134 | 11,105 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,394,992 | 4,241 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $988,557 | 3,877 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $639,046 | 3,726 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||