Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,028,002
+$881,355 QoQ
Shares Held
875
+420.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,731
of 3,390 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $3,222,709 across 9 Specialty Industrial Machinery names. GEV ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,647 | $1,127,939 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
875 | $1,028,002 | |
| 3 | CMI |
Cummins Inc
|
652 | $465,012 | |
| 4 | DOV |
DOVER Corp
|
1,020 | $228,765 | |
| 5 | EMR |
Emerson Electric Co
|
1,138 | $162,904 | |
| 6 | ROK |
Rockwell Automation, Inc
|
235 | $116,343 | |
| 7 | CR |
Crane Co
|
181 | $40,375 | |
| 8 | OTIS |
Otis Worldwide Corp
|
506 | $36,229 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,002 | 875 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $146,647 | 168 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $109,799 | 168 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $103,303 | 168 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||