Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,093,037
+$5,153,511 QoQ
Shares Held
14,549
+6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#483
of 3,398 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, 2026Independent Advisor Alliance holds $46,915,713 across 22 Specialty Industrial Machinery names. GEV ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
14,549 | $17,093,037 | |
| 2 | ETN |
Eaton Corp plc
|
20,565 | $8,763,157 | |
| 3 | CMI |
Cummins Inc
|
7,245 | $5,167,205 | |
| 4 | EMR |
Emerson Electric Co
|
23,256 | $3,329,095 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,362 | $2,310,319 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,240 | $1,958,202 | |
| 7 | DOV |
DOVER Corp
|
6,431 | $1,442,344 | |
| 8 | CR |
Crane Co
|
5,061 | $1,128,957 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,093,037 | 14,549 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,939,526 | 13,678 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,005,540 | 13,779 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,655,331 | 14,076 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,799,577 | 12,850 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,850,704 | 9,338 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,734,066 | 8,312 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,294,022 | 5,075 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $763,390 | 4,451 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||