Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,499,713
+$1,462,021 QoQ
Shares Held
3,830
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#922
of 3,410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $13,946,958 across 15 Specialty Industrial Machinery names. GEV ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
3,830 | $4,499,713 | |
| 2 | ETN |
Eaton Corp plc
|
4,212 | $1,794,817 | |
| 3 | CMI |
Cummins Inc
|
1,937 | $1,381,487 | |
| 4 | OTIS |
Otis Worldwide Corp
|
17,966 | $1,286,365 | |
| 5 | PH |
Parker-Hannifin Corp
|
957 | $936,060 | |
| 6 | AME |
Ametek Inc/
|
2,822 | $682,754 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,332 | $659,446 | |
| 8 | XYL |
Xylem Inc.
|
4,193 | $495,654 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,499,713 | 3,830 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,037,692 | 3,480 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,162,663 | 3,309 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,023,021 | 3,290 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,630,840 | 3,082 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $991,549 | 3,248 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $999,947 | 3,040 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $815,936 | 3,200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $528,936 | 3,084 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||