Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$169,978,744
+$169,598,731 QoQ
Shares Held
144,680
+160.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
22.63%
of 13F equity value
Holder Rank
#146
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026SOA Wealth Advisors, LLC. holds $181,060,208 across 15 Specialty Industrial Machinery names. GEV ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
144,680 | $169,978,744 | |
| 2 | PH |
Parker-Hannifin Corp
|
6,940 | $6,788,152 | |
| 3 | ETN |
Eaton Corp plc
|
9,399 | $4,005,101 | |
| 4 | EMR |
Emerson Electric Co
|
636 | $91,043 | |
| 5 | CMI |
Cummins Inc
|
99 | $70,607 | |
| 6 | ROK |
Rockwell Automation, Inc
|
69 | $34,160 | |
| 7 | FLS |
Flowserve Corp
|
407 | $30,183 | |
| 8 | ITW |
Illinois Tool Works Inc
|
105 | $28,399 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,978,744 | 144,680 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $380,013 | 55,624 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $212,126 | 55,492 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $208,984 | 55,502 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $157,911 | 55,446 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $104,719 | 53,295 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $55,589 | 169 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $46,406 | 182 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $31,900 | 186 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||