Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,597,808
+$685,628 QoQ
Shares Held
1,360
+30.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,436
of 3,396 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $5,131,188 across 7 Specialty Industrial Machinery names. GEV ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,360 | $1,597,808 | |
| 2 | ROK |
Rockwell Automation, Inc
|
2,535 | $1,255,027 | |
| 3 | ETN |
Eaton Corp plc
|
1,982 | $844,568 | |
| 4 | CMI |
Cummins Inc
|
658 | $469,291 | |
| 5 | PH |
Parker-Hannifin Corp
|
456 | $446,022 | |
| 6 | EMR |
Emerson Electric Co
|
2,031 | $290,737 | |
| 7 | ITW |
Illinois Tool Works Inc
|
842 | $227,735 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,597,808 | 1,360 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $912,180 | 1,045 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $637,230 | 975 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $575,545 | 936 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $477,292 | 902 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $205,453 | 673 | Shares | Other | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||