Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$48,169
+$27,220 QoQ
Shares Held
41
+70.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,264
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $273,963 across 31 Specialty Industrial Machinery names. GEV ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
41 | $48,169 | |
| 2 | ETN |
Eaton Corp plc
|
81 | $34,515 | |
| 3 | CMI |
Cummins Inc
|
47 | $33,520 | |
| 4 | PH |
Parker-Hannifin Corp
|
25 | $24,453 | |
| 5 | EMR |
Emerson Electric Co
|
161 | $23,047 | |
| 6 | ITW |
Illinois Tool Works Inc
|
66 | $17,851 | |
| 7 | ROK |
Rockwell Automation, Inc
|
34 | $16,832 | |
| 8 | IR |
Ingersoll Rand Inc.
|
128 | $10,494 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,169 | 41 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $20,949 | 24 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $15,032 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $11,683 | 19 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $6,878 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $5,800 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $6,249 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,274 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $857 | 5 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||