Position in GEV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$132,671,198
+$40,538,089 QoQ
Shares Held
151,989
+7.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Dec 31, 2025CallValue
$65,357
CallShares
100
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 Mar 31, 2026Cetera Investment Advisers holds $528,803,692 across 47 Specialty Industrial Machinery names. GEV ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
151,989 | $132,671,198 | |
| 2 | ETN |
Eaton Corp plc
|
243,977 | $87,263,253 | |
| 3 | PH |
Parker-Hannifin Corp
|
74,801 | $66,964,847 | |
| 4 | CMI |
Cummins Inc
|
86,328 | $46,446,190 | |
| 5 | EMR |
Emerson Electric Co
|
330,019 | $43,239,089 | |
| 6 | ITW |
Illinois Tool Works Inc
|
134,943 | $35,124,313 | |
| 7 | SMR |
NUSCALE POWER Corp
|
1,523,925 | $16,519,347 | |
| 8 | ROK |
Rockwell Automation, Inc
|
40,208 | $14,429,847 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,671,198 | 151,989 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $92,133,109 | 140,969 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $65,357 | 100 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $71,156,842 | 115,721 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,103,283 | 98,466 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,668,663 | 77,531 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $21,519,916 | 65,424 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,329,844 | 52,278 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,424,646 | 54,951 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||