Position in GEV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,025,264
+$813,336 QoQ
Shares Held
2,575
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,088
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026Legacy Financial Advisors, Inc. holds $7,929,178 across 8 Specialty Industrial Machinery names. GEV ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,575 | $3,025,264 | |
| 2 | ETN |
Eaton Corp plc
|
3,047 | $1,298,387 | |
| 3 | DOV |
DOVER Corp
|
4,540 | $1,018,231 | |
| 4 | PH |
Parker-Hannifin Corp
|
983 | $961,491 | |
| 5 | CMI |
Cummins Inc
|
955 | $681,115 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,220 | $357,228 | |
| 7 | EMR |
Emerson Electric Co
|
2,324 | $332,680 | |
| 8 | ITW |
Illinois Tool Works Inc
|
942 | $254,782 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,025,264 | 2,575 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,211,928 | 2,534 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,523,471 | 2,331 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,390,903 | 2,262 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,118,623 | 2,114 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $642,919 | 2,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $675,951 | 2,055 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $509,195 | 1,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $334,272 | 1,949 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||