Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,032,701
+$224,396 QoQ
Shares Held
879
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,732
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, 2026Center for Financial Planning, Inc. holds $6,489,550 across 14 Specialty Industrial Machinery names. GEV ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,041 | $1,721,950 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,819 | $1,032,924 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
879 | $1,032,701 | |
| 4 | EMR |
Emerson Electric Co
|
6,213 | $889,390 | |
| 5 | DOV |
DOVER Corp
|
3,074 | $689,436 | |
| 6 | CMI |
Cummins Inc
|
727 | $518,503 | |
| 7 | ROK |
Rockwell Automation, Inc
|
707 | $350,021 | |
| 8 | PH |
Parker-Hannifin Corp
|
127 | $124,221 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,701 | 879 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $808,305 | 926 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $605,859 | 927 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $566,322 | 921 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $487,347 | 921 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $97,689 | 320 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $77,627 | 236 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $60,175 | 236 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $48,194 | 281 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||