Position in GEV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,514,608
+$3,535,086 QoQ
Shares Held
10,652
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#570
of 3,398 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $50,398,002 across 8 Specialty Industrial Machinery names. GEV ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
18,518 | $13,207,222 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
10,652 | $12,514,608 | |
| 3 | ITW |
Illinois Tool Works Inc
|
28,051 | $7,586,953 | |
| 4 | ROK |
Rockwell Automation, Inc
|
15,133 | $7,492,045 | |
| 5 | ETN |
Eaton Corp plc
|
15,907 | $6,778,290 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,926 | $1,883,859 | |
| 7 | OTIS |
Otis Worldwide Corp
|
10,158 | $727,312 | |
| 8 | SYM |
Symbotic Inc.
|
4,621 | $207,713 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,514,608 | 10,652 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,979,522 | 10,287 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,154,668 | 9,417 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,958,995 | 9,691 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,606,966 | 12,486 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,936,988 | 16,172 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||