CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in GEV — GE Vernova Inc.
CIK 1766904
RICHMOND, VA
Position in GEV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,010,376
+$412,441 QoQ
Shares Held
860
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,749
of 3,397 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,798,715 across 16 Specialty Industrial Machinery names. GEV ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,806 | $1,195,686 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
860 | $1,010,376 | |
| 3 | EMR |
Emerson Electric Co
|
3,583 | $512,901 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,318 | $356,475 | |
| 5 | PH |
Parker-Hannifin Corp
|
361 | $353,095 | |
| 6 | CMI |
Cummins Inc
|
473 | $337,343 | |
| 7 | AOS |
Smith A O Corp
|
3,613 | $226,605 | |
| 8 | AME |
Ametek Inc/
|
892 | $215,804 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,376 | 860 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $597,935 | 685 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $325,474 | 498 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $249,647 | 406 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $141,280 | 267 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $65,633 | 215 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $53,615 | 163 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $601,751 | 2,360 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $337,873 | 1,970 | Shares | Other | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||