Position in GEV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,457,030
+$1,917,950 QoQ
Shares Held
5,496
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#219
of 1,444 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $23,872,183 across 12 Specialty Industrial Machinery names. GEV ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,610 | $6,853,948 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
5,496 | $6,457,030 | |
| 3 | ETN |
Eaton Corp plc
|
9,793 | $4,172,993 | |
| 4 | ITW |
Illinois Tool Works Inc
|
6,650 | $1,798,625 | |
| 5 | EMR |
Emerson Electric Co
|
9,488 | $1,358,207 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,233 | $1,206,021 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,097 | $1,038,182 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,357 | $311,961 |
All Filings in GEV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,457,030 | 5,496 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,539,080 | 5,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,658,646 | 7,128 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,330,740 | 7,043 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,773,368 | 7,131 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $2,150,697 | 7,045 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,125,545 | 6,462 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,591,585 | 6,242 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $825,477 | 4,813 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $630,007 | 4,607 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||