Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,608,791
+$3,657,546 QoQ
Shares Held
9,881
+8.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#601
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, 2026Arkadios Wealth Advisors holds $42,021,275 across 18 Specialty Industrial Machinery names. GEV ranks #1 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
9,881 | $11,608,791 | |
| 2 | CMI |
Cummins Inc
|
12,337 | $8,798,871 | |
| 3 | ITW |
Illinois Tool Works Inc
|
20,260 | $5,479,722 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,267 | $4,173,637 | |
| 5 | ETN |
Eaton Corp plc
|
7,839 | $3,340,354 | |
| 6 | EMR |
Emerson Electric Co
|
13,464 | $1,927,371 | |
| 7 | GNRC |
Generac Holdings Inc.
|
5,981 | $1,751,295 | |
| 8 | DOV |
DOVER Corp
|
3,079 | $690,557 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,608,791 | 9,881 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,951,245 | 9,109 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,726,580 | 8,762 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,030,496 | 8,181 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,347,931 | 6,327 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $757,704 | 2,482 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $661,807 | 2,012 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,736,508 | 18,576 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $231,366 | 1,349 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||