Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$70,491
-$44,731 QoQ
Shares Held
60
-54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,232
of 3,398 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, 2026Avalon Trust Co holds $1,650,660 across 9 Specialty Industrial Machinery names. GEV ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLIO |
Helios Technologies, Inc.
|
7,901 | $705,164 | |
| 2 | KRNT |
Kornit Digital Ltd.
|
16,305 | $264,956 | |
| 3 | CMI |
Cummins Inc
|
350 | $249,623 | |
| 4 | EMR |
Emerson Electric Co
|
1,300 | $186,095 | |
| 5 | ETN |
Eaton Corp plc
|
207 | $88,206 | |
| 6 | GEV |
GE Vernova Inc.
This page
|
60 | $70,491 | |
| 7 | GNRC |
Generac Holdings Inc.
|
163 | $47,728 | |
| 8 | XYL |
Xylem Inc.
|
300 | $35,463 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,491 | 60 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $115,222 | 132 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $86,271 | 132 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $81,166 | 132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,731 | 128 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $42,128 | 138 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $42,103 | 128 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,904 | 31 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,316 | 31 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||