Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$437,047
+$130,660 QoQ
Shares Held
372
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,413
of 3,398 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,142,980 across 16 Specialty Industrial Machinery names. GEV ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
372 | $437,047 | |
| 2 | ITW |
Illinois Tool Works Inc
|
832 | $225,031 | |
| 3 | SMR |
NUSCALE POWER Corp
|
19,833 | $198,924 | |
| 4 | AME |
Ametek Inc/
|
292 | $70,646 | |
| 5 | DOV |
DOVER Corp
|
237 | $53,154 | |
| 6 | EMR |
Emerson Electric Co
|
241 | $34,499 | |
| 7 | NDSN |
Nordson Corp
|
109 | $32,884 | |
| 8 | GNRC |
Generac Holdings Inc.
|
84 | $24,596 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,047 | 372 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $306,387 | 351 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $221,560 | 339 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $250,879 | 408 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $233,884 | 442 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $191,410 | 627 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||