Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,061,695
+$2,619,693 QoQ
Shares Held
7,713
+4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#680
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $50,682,505 across 20 Specialty Industrial Machinery names. GEV ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
14,962 | $10,671,048 | |
| 2 | ETN |
Eaton Corp plc
|
21,338 | $9,092,548 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
7,713 | $9,061,695 | |
| 4 | PH |
Parker-Hannifin Corp
|
8,454 | $8,269,026 | |
| 5 | EMR |
Emerson Electric Co
|
25,002 | $3,579,036 | |
| 6 | ROK |
Rockwell Automation, Inc
|
5,777 | $2,860,077 | |
| 7 | NDSN |
Nordson Corp
|
3,809 | $1,149,137 | |
| 8 | ITW |
Illinois Tool Works Inc
|
3,908 | $1,056,996 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,061,695 | 7,713 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,442,002 | 7,380 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,476,992 | 5,320 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,114,198 | 1,812 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $147,632 | 279 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||