Position in GEV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,392,219
+$3,150,798 QoQ
Shares Held
6,292
+29.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#753
of 3,398 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, 2026Wealthspire Advisors, LLC holds $27,023,191 across 15 Specialty Industrial Machinery names. GEV ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,292 | $7,392,219 | |
| 2 | ETN |
Eaton Corp plc
|
12,974 | $5,528,480 | |
| 3 | ROK |
Rockwell Automation, Inc
|
6,154 | $3,046,722 | |
| 4 | ITW |
Illinois Tool Works Inc
|
7,506 | $2,030,147 | |
| 5 | EMR |
Emerson Electric Co
|
12,383 | $1,772,626 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,712 | $1,674,541 | |
| 7 | DOV |
DOVER Corp
|
6,968 | $1,562,783 | |
| 8 | CMI |
Cummins Inc
|
1,938 | $1,382,200 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,392,219 | 6,292 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,241,421 | 4,859 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,467,150 | 6,835 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,313,081 | 5,388 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,803,965 | 5,299 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,621,342 | 5,311 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,641,031 | 4,989 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,170,103 | 4,589 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $746,754 | 4,354 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||