Position in GEV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,854,327
+$1,533,472 QoQ
Shares Held
4,983
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#846
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, 2026Avior Wealth Management, LLC holds $12,799,108 across 14 Specialty Industrial Machinery names. GEV ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
4,983 | $5,854,327 | |
| 2 | ETN |
Eaton Corp plc
|
3,726 | $1,587,723 | |
| 3 | PH |
Parker-Hannifin Corp
|
817 | $799,124 | |
| 4 | IEX |
Idex Corp /De/
|
2,532 | $574,637 | |
| 5 | EMR |
Emerson Electric Co
|
3,719 | $532,374 | |
| 6 | PNR |
PENTAIR plc
|
6,871 | $526,730 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,150 | $512,108 | |
| 8 | AME |
Ametek Inc/
|
1,950 | $471,783 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,854,327 | 4,983 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,320,855 | 4,950 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,052,825 | 4,671 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $597,067 | 971 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $471,472 | 891 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,035,815 | 3,393 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $781,866 | 2,377 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $617,816 | 2,423 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $400,304 | 2,334 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||