Position in GEV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,474,828
+$1,944,243 QoQ
Shares Held
6,272
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.2710459183673469.ToString("F0")%
Shared 0.ToString("F0")%
None 99.72895408163265.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $22,213,653 across 22 Specialty Industrial Machinery names. GEV ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,272 | $5,474,828 | |
| 2 | CMI |
Cummins Inc
|
5,124 | $2,756,814 | |
| 3 | ETN |
Eaton Corp plc
|
6,027 | $2,155,677 | |
| 4 | EMR |
Emerson Electric Co
|
16,080 | $2,106,801 | |
| 5 | ROK |
Rockwell Automation, Inc
|
4,040 | $1,449,875 | |
| 6 | WTS |
Watts Water Technologies Inc
|
4,536 | $1,316,755 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,071 | $958,802 | |
| 8 | ITW |
Illinois Tool Works Inc
|
3,248 | $845,421 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,474,828 | 6,272 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,530,585 | 5,402 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,073,270 | 4,998 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,464,251 | 4,657 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,509,304 | 4,944 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,650,241 | 5,017 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,942,437 | 7,618 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,290,441 | 7,524 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||