Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,698,853
+$5,541,311 QoQ
Shares Held
16,767
+3.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#450
of 3,415 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, 2026AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. GEV ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
157,140 | $61,512,421 | |
| 2 | GGG |
Graco Inc
|
562,246 | $42,511,387 | |
| 3 | DOV |
DOVER Corp
|
115,322 | $25,864,389 | |
| 4 | EMR |
Emerson Electric Co
|
139,937 | $20,031,944 | |
| 5 | GEV |
GE Vernova Inc.
This page
|
16,767 | $19,698,853 | |
| 6 | PH |
Parker-Hannifin Corp
|
9,881 | $9,664,780 | |
| 7 | ETN |
Eaton Corp plc
|
13,719 | $5,845,915 | |
| 8 | SMR |
NUSCALE POWER Corp
|
381,408 | $3,825,521 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,698,853 | 16,767 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $14,157,542 | 16,219 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,449,832 | 19,049 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $11,328,902 | 18,424 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $8,570,633 | 16,197 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $5,093,284 | 16,684 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $4,207,666 | 12,792 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,046,211 | 8,025 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,636,888 | 9,544 | Shares | Other | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||