Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,219,310
+$935,275 QoQ
Shares Held
1,889
+28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,265
of 3,398 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $20,414,590 across 15 Specialty Industrial Machinery names. GEV ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
59,338 | $11,734,682 | |
| 2 | GEV |
GE Vernova Inc.
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|
1,889 | $2,219,310 | |
| 3 | PH |
Parker-Hannifin Corp
|
985 | $963,448 | |
| 4 | ETN |
Eaton Corp plc
|
2,161 | $920,845 | |
| 5 | SXI |
Standex International Corp/De/
|
2,227 | $796,531 | |
| 6 | JBTM |
JBT MAREL Corp
|
3,738 | $542,010 | |
| 7 | XYL |
Xylem Inc.
|
4,292 | $507,357 | |
| 8 | CXT |
Crane NXT, Co.
|
9,177 | $469,495 |
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,219,310 | 1,889 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,284,035 | 1,471 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,112,376 | 1,702 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,000,442 | 1,627 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $841,348 | 1,590 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $449,066 | 1,471 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $497,013 | 1,511 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $417,657 | 1,638 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||