Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,653,232
+$1,675,084 QoQ
Shares Held
5,663
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#797
of 3,397 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, 2026Mutual Advisors, LLC holds $24,413,934 across 16 Specialty Industrial Machinery names. GEV ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,663 | $6,653,232 | |
| 2 | ETN |
Eaton Corp plc
|
12,243 | $5,216,987 | |
| 3 | EMR |
Emerson Electric Co
|
31,020 | $4,440,513 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,296 | $1,631,783 | |
| 5 | CMI |
Cummins Inc
|
1,528 | $1,089,784 | |
| 6 | DOV |
DOVER Corp
|
4,851 | $1,087,982 | |
| 7 | PH |
Parker-Hannifin Corp
|
665 | $650,449 | |
| 8 | AME |
Ametek Inc/
|
2,606 | $630,495 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,653,232 | 5,663 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,978,148 | 5,703 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,414,865 | 6,755 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,084,780 | 6,643 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,691,163 | 3,196 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $834,940 | 2,735 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $888,439 | 2,701 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $680,796 | 2,670 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $458,789 | 2,675 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||