Position in GEV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,634,226
+$190,454 QoQ
Shares Held
1,391
-15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,428
of 3,398 holders
Holding Since
Sep 2024
8 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, 2026Advisor OS, LLC holds $5,973,810 across 8 Specialty Industrial Machinery names. GEV ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,391 | $1,634,226 | |
| 2 | CMI |
Cummins Inc
|
2,065 | $1,472,776 | |
| 3 | PH |
Parker-Hannifin Corp
|
854 | $835,313 | |
| 4 | ETN |
Eaton Corp plc
|
1,471 | $626,820 | |
| 5 | AME |
Ametek Inc/
|
2,106 | $509,524 | |
| 6 | ROK |
Rockwell Automation, Inc
|
829 | $410,419 | |
| 7 | FLS |
Flowserve Corp
|
3,307 | $245,245 | |
| 8 | EMR |
Emerson Electric Co
|
1,673 | $239,487 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,226 | 1,391 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,443,772 | 1,654 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $864,671 | 1,323 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $870,082 | 1,415 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $564,600 | 1,067 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $357,480 | 1,171 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $447,999 | 1,362 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $273,846 | 1,074 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||