Position in GEV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$9,828,878
+$2,424,068 QoQ
Shares Held
8,366
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#653
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, 2026Dynamic Advisor Solutions LLC holds $30,897,857 across 10 Specialty Industrial Machinery names. GEV ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
72,039 | $10,312,382 | |
| 2 | GEV |
GE Vernova Inc.
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|
8,366 | $9,828,878 | |
| 3 | ETN |
Eaton Corp plc
|
10,138 | $4,320,004 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,932 | $1,889,727 | |
| 5 | CMI |
Cummins Inc
|
1,440 | $1,027,022 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,626 | $980,724 | |
| 7 | DCI |
DONALDSON Co INC
|
9,245 | $829,923 | |
| 8 | ITT |
Itt Inc.
|
3,823 | $756,036 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,828,878 | 8,366 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,404,810 | 8,483 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,442,277 | 8,327 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,282,605 | 8,591 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,395,649 | 8,307 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,644,030 | 8,661 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,392,031 | 4,232 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,180,047 | 4,628 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $816,559 | 4,761 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||