Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,493,247
+$396,885 QoQ
Shares Held
1,271
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,468
of 3,398 holders
Holding Since
Jun 2024
8 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, 2026Legacy Advisors, LLC holds $6,042,729 across 10 Specialty Industrial Machinery names. GEV ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,271 | $1,493,247 | |
| 2 | EMR |
Emerson Electric Co
|
9,045 | $1,294,791 | |
| 3 | NNE |
Nano Nuclear Energy Inc.
|
53,492 | $1,130,820 | |
| 4 | AME |
Ametek Inc/
|
2,101 | $508,315 | |
| 5 | ETN |
Eaton Corp plc
|
1,132 | $482,367 | |
| 6 | CMI |
Cummins Inc
|
538 | $383,706 | |
| 7 | NDSN |
Nordson Corp
|
1,008 | $304,103 | |
| 8 | PH |
Parker-Hannifin Corp
|
293 | $286,589 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,493,247 | 1,271 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,096,362 | 1,256 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $820,883 | 1,256 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $515,286 | 838 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $589,495 | 1,931 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $495,368 | 1,506 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $360,541 | 1,414 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $212,329 | 1,238 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||