Position in GEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,556,666
+$5,885,678 QoQ
Shares Held
14,385
+40.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
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)
Derivatives in GEV
reported options exposure · as of Mar 31, 2026CallValue
$4,800,950
CallShares
5,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $81,038,550 across 20 Specialty Industrial Machinery names. GEV ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
21,380 | $19,140,231 | |
| 2 | EMR |
Emerson Electric Co
|
99,989 | $13,100,558 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
14,385 | $12,556,666 | |
| 4 | ETN |
Eaton Corp plc
|
22,470 | $8,036,844 | |
| 5 | CMI |
Cummins Inc
|
13,720 | $7,381,634 | |
| 6 | ITW |
Illinois Tool Works Inc
|
19,445 | $5,061,339 | |
| 7 | GNRC |
Generac Holdings Inc.
|
21,220 | $4,144,902 | |
| 8 | CSW |
Csw Industrials, Inc.
|
13,502 | $3,518,351 |
All Filings in GEV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,800,950 | 5,500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $12,556,666 | 14,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,670,988 | 10,207 | Shares | Sole | 2026-02-18 | |
| 2025-12-31 | $3,137,136 | 4,800 | Call | Sole | 2026-02-18 | |
| 2025-09-30 | $676,390 | 1,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $5,807,730 | 9,445 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,133,813 | 9,702 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,251,232 | 10,650 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,627,440 | 11,028 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,813,959 | 11,036 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,003,922 | 11,684 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||