Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,272,781
+$3,075,378 QoQ
Shares Held
9,595
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#604
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, 2026HOEY INVESTMENTS, INC holds $14,958,752 across 9 Specialty Industrial Machinery names. GEV ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
9,595 | $11,272,781 | |
| 2 | CMI |
Cummins Inc
|
2,261 | $1,612,567 | |
| 3 | EMR |
Emerson Electric Co
|
8,852 | $1,267,163 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,354 | $670,338 | |
| 5 | ITW |
Illinois Tool Works Inc
|
350 | $94,664 | |
| 6 | ETN |
Eaton Corp plc
|
45 | $19,175 | |
| 7 | PH |
Parker-Hannifin Corp
|
19 | $18,584 | |
| 8 | OTIS |
Otis Worldwide Corp
|
46 | $3,293 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,272,781 | 9,595 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,197,403 | 9,391 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,970,361 | 9,135 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,922,889 | 8,006 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,681,825 | 6,958 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,078,956 | 6,810 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,698,541 | 8,204 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,089,816 | 8,196 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,405,695 | 8,196 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||