Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,737,617
+$531,270 QoQ
Shares Held
1,479
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,397
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $15,573,364 across 7 Specialty Industrial Machinery names. GEV ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,665 | $6,893,174 | |
| 2 | ETN |
Eaton Corp plc
|
7,790 | $3,319,474 | |
| 3 | EMR |
Emerson Electric Co
|
14,787 | $2,116,759 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
1,479 | $1,737,617 | |
| 5 | PH |
Parker-Hannifin Corp
|
651 | $636,756 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,899 | $513,622 | |
| 7 | ROK |
Rockwell Automation, Inc
|
719 | $355,962 |
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,737,617 | 1,479 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,206,347 | 1,382 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $604,552 | 925 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $528,814 | 860 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $410,091 | 775 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $234,149 | 767 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $204,265 | 621 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||