Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,802,235
+$532,166 QoQ
Shares Held
1,534
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,371
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026L2 Asset Management, LLC holds $7,523,917 across 9 Specialty Industrial Machinery names. GEV ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
4,977 | $1,948,246 | |
| 2 | GEV |
GE Vernova Inc.
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|
1,534 | $1,802,235 | |
| 3 | ETN |
Eaton Corp plc
|
2,215 | $943,855 | |
| 4 | PH |
Parker-Hannifin Corp
|
721 | $705,224 | |
| 5 | CMI |
Cummins Inc
|
789 | $562,722 | |
| 6 | EMR |
Emerson Electric Co
|
3,507 | $502,027 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,577 | $426,531 | |
| 8 | ROK |
Rockwell Automation, Inc
|
641 | $317,346 |
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,802,235 | 1,534 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,270,069 | 1,455 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $892,123 | 1,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $784,612 | 1,276 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $647,679 | 1,224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $362,062 | 1,186 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $349,323 | 1,062 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||