Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$316,037
+$81,227 QoQ
Shares Held
269
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,728
of 3,410 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, 2026Concord Wealth Partners holds $7,156,297 across 12 Specialty Industrial Machinery names. GEV ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
10,817 | $4,609,340 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,417 | $1,465,135 | |
| 3 | EMR |
Emerson Electric Co
|
2,690 | $385,073 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
269 | $316,037 | |
| 5 | PH |
Parker-Hannifin Corp
|
318 | $311,042 | |
| 6 | DOV |
DOVER Corp
|
100 | $22,428 | |
| 7 | PNR |
PENTAIR plc
|
200 | $15,332 | |
| 8 | OTIS |
Otis Worldwide Corp
|
148 | $10,596 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,037 | 269 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $234,810 | 269 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $175,810 | 269 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $108,222 | 176 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $152,924 | 289 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $50,371 | 165 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $53,944 | 164 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $44,366 | 174 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $21,267 | 124 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||