Position in GEV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$259,644
+$67,606 QoQ
Shares Held
221
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,879
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026JFS WEALTH ADVISORS, LLC holds $2,436,237 across 40 Specialty Industrial Machinery names. GEV ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,352 | $1,002,234 | |
| 2 | ROK |
Rockwell Automation, Inc
|
691 | $342,100 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
221 | $259,644 | |
| 4 | EMR |
Emerson Electric Co
|
1,172 | $167,771 | |
| 5 | PH |
Parker-Hannifin Corp
|
170 | $166,280 | |
| 6 | CMI |
Cummins Inc
|
152 | $108,407 | |
| 7 | ITW |
Illinois Tool Works Inc
|
226 | $61,126 | |
| 8 | CR |
Crane Co
|
170 | $37,921 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,644 | 221 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $192,038 | 220 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $160,778 | 246 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $113,756 | 185 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $97,892 | 185 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $65,329 | 214 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $92,758 | 282 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $78,023 | 306 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $52,139 | 304 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||