Position in GEV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$25,450,272
+$6,320,279 QoQ
Shares Held
29,156
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $216,998,261 across 28 Specialty Industrial Machinery names. GEV ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
164,316 | $58,770,903 | |
| 2 | PH |
Parker-Hannifin Corp
|
54,588 | $48,869,361 | |
| 3 | XYL |
Xylem Inc.
|
365,274 | $43,650,243 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
29,156 | $25,450,272 | |
| 5 | ITT |
Itt Inc.
|
37,905 | $7,222,039 | |
| 6 | ROK |
Rockwell Automation, Inc
|
13,939 | $5,002,428 | |
| 7 | EMR |
Emerson Electric Co
|
30,680 | $4,019,693 | |
| 8 | CMI |
Cummins Inc
|
6,487 | $3,490,135 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||