Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,239,875
+$1,204,459 QoQ
Shares Held
4,460
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#874
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $30,277,203 across 22 Specialty Industrial Machinery names. GEV ranks #4 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,023 | $7,630,678 | |
| 2 | EMR |
Emerson Electric Co
|
46,386 | $6,640,155 | |
| 3 | CMI |
Cummins Inc
|
7,915 | $5,645,057 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
4,460 | $5,239,875 | |
| 5 | ETN |
Eaton Corp plc
|
4,981 | $2,122,503 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,152 | $1,126,794 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,092 | $1,106,763 | |
| 8 | SMR |
NUSCALE POWER Corp
|
21,820 | $218,854 |
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,239,875 | 4,460 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,035,416 | 4,623 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,796,663 | 2,749 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,757,999 | 2,859 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,358,421 | 4,457 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,234,552 | 4,044 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $668,714 | 2,033 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||