Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,686,128
+$1,621,563 QoQ
Shares Held
5,691
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.72%
of 13F equity value
Holder Rank
#796
of 3,410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HOERTKORN RICHARD CHARLES holds $7,227,068 across 2 Specialty Industrial Machinery names. GEV ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,691 | $6,686,128 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,000 | $540,940 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,686,128 | 5,691 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,064,565 | 5,802 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,970,210 | 15,255 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,195,656 | 16,581 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,951,630 | 16,917 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $5,167,474 | 16,927 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,769,432 | 17,540 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,541,703 | 17,812 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,111,705 | 18,143 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||