Position in GEV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,343,650
+$631,551 QoQ
Shares Held
2,846
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,044
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $34,462,947 across 16 Specialty Industrial Machinery names. GEV ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
47,482 | $20,233,029 | |
| 2 | ITW |
Illinois Tool Works Inc
|
12,782 | $3,457,146 | |
| 3 | GEV |
GE Vernova Inc.
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|
2,846 | $3,343,650 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,038 | $1,993,408 | |
| 5 | DOV |
DOVER Corp
|
4,483 | $1,005,447 | |
| 6 | MIDD |
MIDDLEBY Corp
|
6,395 | $884,991 | |
| 7 | CMI |
Cummins Inc
|
894 | $637,609 | |
| 8 | CR |
Crane Co
|
2,819 | $628,834 |
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,343,650 | 2,846 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $2,712,099 | 3,107 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $2,655,454 | 4,063 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,433,158 | 3,957 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,091,200 | 3,952 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,212,571 | 3,972 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $746,999 | 2,271 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||