Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,951,442
+$687,483 QoQ
Shares Held
1,661
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,331
of 3,411 holders
Holding Since
Jun 2025
5 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, 2026Symphony Financial, Ltd. Co. holds $8,950,642 across 8 Specialty Industrial Machinery names. GEV ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,018 | $3,578,887 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
1,661 | $1,951,442 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,226 | $1,199,175 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,546 | $765,393 | |
| 5 | ETN |
Eaton Corp plc
|
1,543 | $657,503 | |
| 6 | EMR |
Emerson Electric Co
|
3,021 | $432,456 | |
| 7 | ITW |
Illinois Tool Works Inc
|
906 | $245,045 | |
| 8 | SMR |
NUSCALE POWER Corp
|
12,038 | $120,741 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,951,442 | 1,661 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,263,959 | 1,448 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $901,926 | 1,380 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $384,927 | 626 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $313,419 | 3,543 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||