Position in GEV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$532,211
+$140,279 QoQ
Shares Held
453
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,246
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026LifeSteps Financial, Inc. holds $2,330,648 across 11 Specialty Industrial Machinery names. GEV ranks #3 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
5,734 | $820,822 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,660 | $719,450 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
453 | $532,211 | |
| 4 | CMI |
Cummins Inc
|
243 | $173,310 | |
| 5 | ETN |
Eaton Corp plc
|
115 | $49,003 | |
| 6 | ROK |
Rockwell Automation, Inc
|
25 | $12,377 | |
| 7 | OTIS |
Otis Worldwide Corp
|
171 | $12,243 | |
| 8 | WTS |
Watts Water Technologies Inc
|
15 | $5,871 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,211 | 453 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $391,932 | 449 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $297,374 | 455 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $273,630 | 445 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $242,879 | 459 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||