Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,386,140
+$646,451 QoQ
Shares Held
2,031
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#1,215
of 3,410 holders
Holding Since
Mar 2025
6 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, 2026IAM Advisory, LLC holds $2,634,994 across 2 Specialty Industrial Machinery names. GEV ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,031 | $2,386,140 | |
| 2 | ETN |
Eaton Corp plc
|
584 | $248,854 |
All Filings in GEV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,386,140 | 2,031 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,739,689 | 1,993 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,305,832 | 1,998 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,227,955 | 1,997 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,049,833 | 1,984 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $581,863 | 1,906 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||