Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,067,365
+$1,108,234 QoQ
Shares Held
3,462
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#975
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $42,178,429 across 16 Specialty Industrial Machinery names. GEV ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
58,833 | $8,421,943 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,865 | $7,692,913 | |
| 3 | DOV |
DOVER Corp
|
31,406 | $7,043,737 | |
| 4 | NDSN |
Nordson Corp
|
22,144 | $6,680,623 | |
| 5 | GEV |
GE Vernova Inc.
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|
3,462 | $4,067,365 | |
| 6 | CMI |
Cummins Inc
|
4,268 | $3,043,980 | |
| 7 | ETN |
Eaton Corp plc
|
3,893 | $1,658,885 | |
| 8 | PNR |
PENTAIR plc
|
8,940 | $685,340 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,067,365 | 3,462 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,959,131 | 3,390 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,083,581 | 3,188 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,861,302 | 3,027 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,376,319 | 2,601 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $770,221 | 2,523 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $738,118 | 2,244 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $583,649 | 2,289 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $404,420 | 2,358 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||