Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,021,739
+$877,897 QoQ
Shares Held
2,572
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,090
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, 2026Principle Wealth Partners LLC holds $33,712,553 across 9 Specialty Industrial Machinery names. GEV ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,260 | $10,883,584 | |
| 2 | OFLX |
Omega Flex, Inc.
|
192,275 | $6,035,512 | |
| 3 | EMR |
Emerson Electric Co
|
38,925 | $5,572,113 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
2,572 | $3,021,739 | |
| 5 | PH |
Parker-Hannifin Corp
|
3,047 | $2,980,331 | |
| 6 | ETN |
Eaton Corp plc
|
6,338 | $2,700,748 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,186 | $1,673,127 | |
| 8 | OTIS |
Otis Worldwide Corp
|
9,706 | $694,949 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,021,739 | 2,572 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,143,842 | 2,456 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,501,250 | 2,297 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,340,482 | 2,180 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,131,851 | 2,139 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $612,086 | 2,005 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,645,307 | 5,002 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,275,409 | 5,002 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $857,893 | 5,002 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||