Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,865,687
+$2,390,859 QoQ
Shares Held
6,695
+6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#728
of 3,410 holders
Holding Since
Jun 2024
9 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, 2026OneDigital Investment Advisors LLC holds $29,171,314 across 23 Specialty Industrial Machinery names. GEV ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,695 | $7,865,687 | |
| 2 | CMI |
Cummins Inc
|
5,573 | $3,974,719 | |
| 3 | ETN |
Eaton Corp plc
|
6,123 | $2,609,132 | |
| 4 | ROK |
Rockwell Automation, Inc
|
4,189 | $2,073,890 | |
| 5 | EMR |
Emerson Electric Co
|
13,951 | $1,997,085 | |
| 6 | WTS |
Watts Water Technologies Inc
|
5,038 | $1,972,125 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,166 | $1,140,487 | |
| 8 | DCI |
DONALDSON Co INC
|
10,236 | $918,885 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,865,687 | 6,695 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||