Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$227,922
+$58,580 QoQ
Shares Held
194
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,998
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, 2026DHJJ Financial Advisors, Ltd. holds $517,372 across 7 Specialty Industrial Machinery names. GEV ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
194 | $227,922 | |
| 2 | CMI |
Cummins Inc
|
131 | $93,430 | |
| 3 | PH |
Parker-Hannifin Corp
|
75 | $73,359 | |
| 4 | OTIS |
Otis Worldwide Corp
|
620 | $44,392 | |
| 5 | GNRC |
Generac Holdings Inc.
|
131 | $38,358 | |
| 6 | MIDD |
MIDDLEBY Corp
|
220 | $30,445 | |
| 7 | ITW |
Illinois Tool Works Inc
|
35 | $9,466 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,922 | 194 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $169,342 | 194 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $126,792 | 194 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $79,322 | 129 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $70,906 | 134 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $30,222 | 99 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $30,919 | 94 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $23,968 | 94 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $16,121 | 94 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||