Position in GEV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,408,657
+$492,985 QoQ
Shares Held
1,199
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#183
of 556 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Annex Advisory Services, LLC holds $20,758,922 across 10 Specialty Industrial Machinery names. GEV ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
25,593 | $10,905,689 | |
| 2 | GHM |
Graham Corp
|
31,160 | $3,857,296 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
1,199 | $1,408,657 | |
| 4 | GNRC |
Generac Holdings Inc.
|
3,307 | $968,322 | |
| 5 | AME |
Ametek Inc/
|
3,974 | $961,469 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,861 | $921,343 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,295 | $620,728 | |
| 8 | DOV |
DOVER Corp
|
2,463 | $552,401 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,657 | 1,199 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $915,672 | 1,049 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $756,180 | 1,157 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $569,397 | 926 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $486,288 | 919 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $254,603 | 834 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $294,392 | 895 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $253,195 | 993 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||