Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,298,220
+$338,903 QoQ
Shares Held
1,105
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,553
of 3,410 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, 2026Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. GEV ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,105 | $1,298,220 | |
| 2 | EMR |
Emerson Electric Co
|
5,997 | $858,470 | |
| 3 | PH |
Parker-Hannifin Corp
|
876 | $856,833 | |
| 4 | ETN |
Eaton Corp plc
|
1,808 | $770,424 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,865 | $504,426 | |
| 6 | DOV |
DOVER Corp
|
1,977 | $443,401 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,723 | $223,258 | |
| 8 | XYL |
Xylem Inc.
|
326 | $38,536 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,220 | 1,105 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $959,317 | 1,099 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $579,063 | 886 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $557,099 | 906 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $479,409 | 906 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $276,583 | 906 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $298,010 | 906 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $231,011 | 906 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $155,388 | 906 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||