Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,064,034
+$840,758 QoQ
Shares Held
2,608
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,078
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, 2026Klingman & Associates, LLC holds $6,410,742 across 7 Specialty Industrial Machinery names. GEV ranks #1 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,608 | $3,064,034 | |
| 2 | EMR |
Emerson Electric Co
|
5,970 | $854,605 | |
| 3 | CMI |
Cummins Inc
|
1,164 | $830,176 | |
| 4 | PH |
Parker-Hannifin Corp
|
598 | $584,915 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,074 | $560,954 | |
| 6 | ETN |
Eaton Corp plc
|
715 | $304,675 | |
| 7 | WTS |
Watts Water Technologies Inc
|
540 | $211,383 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,064,034 | 2,608 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,223,276 | 2,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,602,553 | 2,452 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,441,940 | 2,345 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,202,757 | 2,273 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $641,393 | 2,101 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $688,779 | 2,094 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $533,928 | 2,094 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $361,714 | 2,109 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||