Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,036,042
+$2,725,319 QoQ
Shares Held
6,840
+12.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#725
of 3,410 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, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. GEV ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,036,042 | 6,840 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,310,723 | 6,084 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,741,688 | 5,725 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,776,273 | 4,515 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,392,816 | 4,522 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,561,812 | 5,116 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,590,376 | 4,835 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,060,716 | 4,160 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $752,585 | 4,388 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||