Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,258,275
+$323,400 QoQ
Shares Held
1,071
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,583
of 3,397 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $68,282,733 across 6 Specialty Industrial Machinery names. GEV ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
41,489 | $20,540,374 | |
| 2 | CMI |
Cummins Inc
|
26,719 | $19,056,257 | |
| 3 | EMR |
Emerson Electric Co
|
98,535 | $14,105,285 | |
| 4 | ETN |
Eaton Corp plc
|
29,624 | $12,623,378 | |
| 5 | GEV |
GE Vernova Inc.
This page
|
1,071 | $1,258,275 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,585 | $699,164 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,275 | 1,071 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $934,875 | 1,071 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $720,234 | 1,102 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $662,862 | 1,078 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $573,069 | 1,083 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $330,923 | 1,084 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $356,560 | 1,084 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $276,398 | 1,084 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||