Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,706,683
+$1,451,110 QoQ
Shares Held
3,155
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,001
of 3,397 holders
Holding Since
Jun 2024
9 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, 2026Gladstone Institutional Advisory LLC holds $11,712,039 across 11 Specialty Industrial Machinery names. GEV ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
3,155 | $3,706,683 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,198 | $2,149,907 | |
| 3 | CMI |
Cummins Inc
|
1,998 | $1,424,993 | |
| 4 | EMR |
Emerson Electric Co
|
7,991 | $1,143,911 | |
| 5 | ETN |
Eaton Corp plc
|
2,473 | $1,053,794 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,845 | $769,487 | |
| 7 | DOV |
DOVER Corp
|
1,708 | $383,070 | |
| 8 | ROK |
Rockwell Automation, Inc
|
747 | $369,824 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,706,683 | 3,155 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,255,573 | 2,584 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,547,653 | 2,368 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,374,301 | 2,235 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $824,944 | 1,559 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,571,581 | 5,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $665,754 | 2,024 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $411,792 | 1,615 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $484,344 | 2,824 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||