Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,308,211
+$2,455,918 QoQ
Shares Held
3,667
+72.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#941
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Northstar Advisory Group, LLC holds $6,500,425 across 2 Specialty Industrial Machinery names. GEV ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
3,667 | $4,308,211 | |
| 2 | ROK |
Rockwell Automation, Inc
|
4,428 | $2,192,214 |
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,308,211 | 3,667 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,852,293 | 2,122 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,042,406 | 3,125 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,695,279 | 2,757 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,500,669 | 2,836 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||