Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$347,758
+$190,636 QoQ
Shares Held
296
+64.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,627
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $519,579 across 12 Specialty Industrial Machinery names. GEV ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
296 | $347,758 | |
| 2 | EMR |
Emerson Electric Co
|
268 | $38,364 | |
| 3 | ITW |
Illinois Tool Works Inc
|
140 | $37,865 | |
| 4 | ETN |
Eaton Corp plc
|
86 | $36,646 | |
| 5 | AME |
Ametek Inc/
|
119 | $28,790 | |
| 6 | OTIS |
Otis Worldwide Corp
|
198 | $14,176 | |
| 7 | FLS |
Flowserve Corp
|
85 | $6,303 | |
| 8 | JBTM |
JBT MAREL Corp
|
22 | $3,190 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,758 | 296 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $157,122 | 180 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $73,853 | 113 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $69,483 | 113 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||