Position in GEV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$439,397
+$126,026 QoQ
Shares Held
374
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,410
of 3,398 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Simplify Asset Management Inc. holds $696,838 across 2 Specialty Industrial Machinery names. GEV ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
374 | $439,397 | |
| 2 | ROK |
Rockwell Automation, Inc
|
520 | $257,441 |
All Filings in GEV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,397 | 374 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $313,371 | 359 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $273,192 | 418 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $237,351 | 386 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||