Position in GEV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$90,208,976
+$31,205,984 QoQ
Shares Held
103,344
+14.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.6154143886980502.ToString("F0")%
Shared 0.ToString("F0")%
None 99.38458561130194.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Sep 30, 2025CallValue
$61,490
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 Mar 31, 2026Creative Planning holds $593,087,822 across 50 Specialty Industrial Machinery names. GEV ranks #1 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
103,344 | $90,208,976 | |
| 2 | ETN |
Eaton Corp plc
|
245,301 | $87,736,808 | |
| 3 | DOV |
DOVER Corp
|
262,885 | $54,798,377 | |
| 4 | CMI |
Cummins Inc
|
84,737 | $45,590,200 | |
| 5 | PH |
Parker-Hannifin Corp
|
46,359 | $41,502,430 | |
| 6 | EMR |
Emerson Electric Co
|
281,876 | $36,931,393 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,152 | $25,027,403 | |
| 8 | GGG |
Graco Inc
|
229,123 | $19,395,261 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $61,490 | 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. | ||||||