Position in GEV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$34,013,371
+$8,563,099 QoQ
Shares Held
28,951
-0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#356
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, 2026Sequoia Financial Advisors, LLC holds $294,974,422 across 33 Specialty Industrial Machinery names. GEV ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
175,147 | $74,633,639 | |
| 2 | PH |
Parker-Hannifin Corp
|
60,061 | $58,746,865 | |
| 3 | ROK |
Rockwell Automation, Inc
|
91,971 | $45,533,002 | |
| 4 | GEV |
GE Vernova Inc.
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|
28,951 | $34,013,371 | |
| 5 | XYL |
Xylem Inc.
|
283,835 | $33,552,135 | |
| 6 | ITT |
Itt Inc.
|
44,405 | $8,781,532 | |
| 7 | RRX |
Regal Rexnord Corp
|
24,910 | $5,933,312 | |
| 8 | CMI |
Cummins Inc
|
7,783 | $5,550,913 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,013,371 | 28,951 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $25,450,272 | 29,156 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,129,993 | 29,270 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,409,663 | 28,313 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,147,260 | 24,846 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,127,677 | 23,348 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,193,041 | 21,868 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $5,280,125 | 20,708 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,724,436 | 15,885 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||