Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,677,525
+$6,336,093 QoQ
Shares Held
12,493
+30.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#525
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $41,392,139 across 18 Specialty Industrial Machinery names. GEV ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
12,493 | $14,677,525 | |
| 2 | EMR |
Emerson Electric Co
|
31,760 | $4,546,444 | |
| 3 | ETN |
Eaton Corp plc
|
9,562 | $4,074,559 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,120 | $4,029,854 | |
| 5 | NDSN |
Nordson Corp
|
11,723 | $3,536,711 | |
| 6 | ROK |
Rockwell Automation, Inc
|
6,000 | $2,970,480 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,223 | $1,683,134 | |
| 8 | DOV |
DOVER Corp
|
6,095 | $1,366,986 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,677,525 | 12,493 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,341,432 | 9,556 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,916,153 | 7,522 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,837,418 | 7,867 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||