Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,281,772
+$390,542 QoQ
Shares Held
1,091
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,566
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, 2026Clearstead Trust, LLC holds $5,702,401 across 20 Specialty Industrial Machinery names. GEV ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
5,040 | $1,363,168 | |
| 2 | ETN |
Eaton Corp plc
|
3,140 | $1,338,016 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
1,091 | $1,281,772 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,464 | $724,797 | |
| 5 | PH |
Parker-Hannifin Corp
|
394 | $385,379 | |
| 6 | EMR |
Emerson Electric Co
|
1,650 | $236,197 | |
| 7 | ITT |
Itt Inc.
|
350 | $69,216 | |
| 8 | OTIS |
Otis Worldwide Corp
|
805 | $57,638 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,772 | 1,091 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $891,230 | 1,021 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $137,903 | 211 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $135,278 | 220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $125,408 | 237 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $72,961 | 239 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $65,786 | 200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $50,996 | 200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $34,302 | 200 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||