Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,912,313
+$6,386,041 QoQ
Shares Held
18,651
+4.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#426
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $90,934,189 across 21 Specialty Industrial Machinery names. GEV ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
18,651 | $21,912,313 | |
| 2 | ETN |
Eaton Corp plc
|
49,690 | $21,173,902 | |
| 3 | ITW |
Illinois Tool Works Inc
|
49,290 | $13,331,466 | |
| 4 | PNR |
PENTAIR plc
|
83,636 | $6,411,535 | |
| 5 | CMI |
Cummins Inc
|
7,364 | $5,252,078 | |
| 6 | AME |
Ametek Inc/
|
21,098 | $5,104,450 | |
| 7 | EMR |
Emerson Electric Co
|
31,686 | $4,535,850 | |
| 8 | PH |
Parker-Hannifin Corp
|
4,327 | $4,232,325 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,912,313 | 18,651 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,526,272 | 17,787 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,761,683 | 16,466 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,565,017 | 7,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,396,084 | 6,418 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,777,034 | 5,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,598,270 | 4,859 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $627,250 | 2,460 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $465,306 | 2,713 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||