Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$51,515,260
+$14,231,957 QoQ
Shares Held
43,848
+2.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#287
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,584,692
PutShares
2,200
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, 2026Lido Advisors, LLC holds $171,741,834 across 21 Specialty Industrial Machinery names. GEV ranks #1 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
43,848 | $51,515,260 | |
| 2 | ETN |
Eaton Corp plc
|
108,840 | $46,378,900 | |
| 3 | EMR |
Emerson Electric Co
|
154,770 | $22,155,323 | |
| 4 | CMI |
Cummins Inc
|
16,967 | $12,101,033 | |
| 5 | PH |
Parker-Hannifin Corp
|
10,698 | $10,463,925 | |
| 6 | ITW |
Illinois Tool Works Inc
|
28,789 | $7,786,559 | |
| 7 | ROK |
Rockwell Automation, Inc
|
8,004 | $3,962,620 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
171,932 | $3,634,642 |
All Filings in GEV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,515,260 | 43,848 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $2,584,692 | 2,200 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $37,283,303 | 42,712 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $523,740 | 600 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $28,514,604 | 43,629 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $326,785 | 500 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $27,154,598 | 44,161 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $307,450 | 500 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $20,066,954 | 37,923 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $158,745 | 300 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $91,584 | 300 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $5,762,158 | 18,875 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,912,843 | 17,976 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $98,679 | 300 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $3,590,116 | 14,080 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,513,574 | 8,825 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||