Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,334,845
+$1,637,771 QoQ
Shares Held
5,392
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#820
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026YHB Investment Advisors, Inc. holds $30,556,236 across 7 Specialty Industrial Machinery names. GEV ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,590 | $11,118,943 | |
| 2 | ETN |
Eaton Corp plc
|
23,468 | $10,000,184 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
5,392 | $6,334,845 | |
| 4 | OTIS |
Otis Worldwide Corp
|
18,301 | $1,310,351 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,382 | $1,185,199 | |
| 6 | EMR |
Emerson Electric Co
|
2,814 | $402,824 | |
| 7 | RRX |
Regal Rexnord Corp
|
856 | $203,890 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,334,845 | 5,392 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,697,074 | 5,381 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,721,427 | 5,694 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,443,440 | 5,600 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,962,710 | 5,599 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,100,936 | 6,882 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,384,413 | 7,249 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,256,573 | 8,850 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,677,367 | 9,780 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||