Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$419,425
+$107,800 QoQ
Shares Held
357
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,449
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026WestHill Financial Advisors, Inc. holds $885,988 across 2 Specialty Industrial Machinery names. GEV ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
477 | $466,563 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
357 | $419,425 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,425 | 357 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $311,625 | 357 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $231,363 | 354 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $213,985 | 348 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||