Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$130,823,009
+$40,614,033 QoQ
Shares Held
111,352
+7.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#179
of 3,410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Sep 30, 2025CallValue
$1,503
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. GEV ranks #1 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in GEV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,823,009 | 111,352 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $90,208,976 | 103,344 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $59,002,992 | 90,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,503 | 100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $48,068,577 | 78,173 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,162,733 | 70,231 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,588,596 | 64,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,642,765 | 56,677 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,422,401 | 52,641 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,105,382 | 47,259 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||