Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,465,847
+$2,173,641 QoQ
Shares Held
8,057
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#666
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. GEV ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
8,057 | $9,465,847 | |
| 2 | ETN |
Eaton Corp plc
|
12,128 | $5,167,983 | |
| 3 | CMI |
Cummins Inc
|
6,837 | $4,876,216 | |
| 4 | AME |
Ametek Inc/
|
14,875 | $3,598,857 | |
| 5 | EMR |
Emerson Electric Co
|
22,813 | $3,265,680 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,180 | $1,574,354 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,492 | $1,459,355 | |
| 8 | SYM |
Symbotic Inc.
|
27,569 | $1,239,226 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,465,847 | 8,057 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,292,206 | 8,354 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,710,278 | 7,207 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,932,285 | 6,395 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,408,690 | 4,552 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,268,438 | 4,155 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,536,103 | 4,670 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $916,908 | 3,596 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $626,526 | 3,653 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||