Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,212,271
+$5,639,835 QoQ
Shares Held
6,990
+137.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#715
of 3,397 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)
Derivatives in GEV
reported options exposure · as of Jun 30, 2026CallValue
$587,430
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. GEV ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
|
12,596 | $1,032,746 |
All Filings in GEV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,212,271 | 6,990 | Shares | Sole | 2026-07-20 | |
| 2026-06-30 | $587,430 | 500 | Call | Sole | 2026-07-20 | |
| 2026-03-31 | $2,572,436 | 2,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,612,357 | 2,467 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,406,891 | 2,288 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,313,879 | 2,483 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $731,145 | 2,395 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $718,712 | 2,185 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $586,199 | 2,299 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $440,437 | 2,568 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||